Kyle Robert Spahn
Financial advisor at Spahn Wealth & Retirement LLC · Scottsdale, AZ
Last updated 2026-10-10
Claim your profileKyle Robert Spahn is a financial advisor at Spahn Wealth & Retirement LLC in Scottsdale, AZ, CRD 2998865. Licenses and exams on the registration: Series 63, Series 66. First registered 2008-04-10.
Registration
- CRD number
- 2998865
- Registration status
- Active
- First registered
- 2008-04-10
- Years of experience
- 18
- States registered
- AZ
Licenses and exams
- Series 63
- Series 66
Designations
- Certified Financial Planner
Work history
- 2016-01 to 2016-12 · Taurum Retirement Partners, LLC · Gilbert, AZ
- 2016-10 to Present · Spahn Wealth & Retirement LLC · Scottsdale, AZ
Current employment
- Spahn Wealth & Retirement LLC · Scottsdale, AZ
Spahn Wealth & Retirement LLC
- Regulatory AUM
- $181,438,726
- Registered advisors
- 1
- Offices
- 1
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 42.9% (Moderate)
Spahn Wealth & Retirement LLC: advisors, services and reported ETF investments
Reported ETF positions
Spahn Wealth & Retirement reports 17 ETF positions worth $105.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| LQD — iShares iBoxx $ Investment Grade Corporate Bond ETF | $19.8M |
| BOXX — Alpha Architect 1-3 Month Box ETF | $16.7M |
| GRNY — Fundstrat Granny Shots US Large Cap ETF | $12.8M |
| QQQ — Invesco QQQ Trust, Series 1 | $10.3M |
| IWM — iShares Russell 2000 Index Fund | $9.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Spahn Wealth & Retirement's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | QQQ — Invesco QQQ Trust, Series 1 | $10.3M | Top 97.6% | Peer conviction 82.1% · Active return +4.69% |
| Addressable Market | QQQ — Invesco QQQ Trust, Series 1 | $10.3M | Top 96.9% | Addressable AUM $6.4T · Peer conviction 82.1% |
| Residual Alpha | XLE — State Street Energy Select Sector SPDR ETF | $256.6K | Top 96.1% | Residual alpha +0.40% · Residual Sharpe 0.02 |
| Diversification Benefits | JPIE — JPMorgan Income ETF | $6.9M | Top 80.1% | Replicability (R²) 92.3% · Residual Sharpe 0.08 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Spahn Wealth & Retirement LLC on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Location
4310 North 75th Street, Scottsdale, AZ 85251
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 602-730-6114
- Website: spahnwealth.com
Official record
Are you Kyle Robert Spahn?
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