David J. Levorchick

SPIRE WEALTH MANAGEMENT

Brookville, OH 45309

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CRD#: 4849302

Professional summary

David John Levorchick, who also goes by David J Levorchick, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Brookville, Ohio and SPIRE SECURITIES, LLC located in Brookville, Ohio.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. David has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David J Levorchick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Local Church Assembly for the Lord Jesus Christ; 01/01/2024; Board of Director/Volunteer minister; 5-15 hours/month; oversee accounts and staff, give sermons and lead Bible Studies; no compensation 2) ZION HOLDINGS, LLC; NOT I/R; 419 GARFIELD AVE; REAL ESTATE; PARTNER; 04/29/2014; 1 HR/MTH; 0 HRS/TRADING; WRITE THE CHECKS (BILL PAY), COLLECT THE RENTAL CHECKS. 3) INSURANCE SALES OF LIFE, FIXED. 1HR/WEEK, SERVICE CONTRACTS DURING FINANCIAL REVIEWS. 4) DBA: Levorchick Wealth Management, LLC. Est. 2017 for purpose of marketing/branding and running investment advisory and insurance related business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Levorchick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 21, 2020 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 5714 Seybold Road , Oh Suite 101, Brookville, OH 45309

RIA

CRD#: 113908

Brookville, OH

Current

August 18, 2020 - Present

SPIRE SECURITIES, LLC

Office #1: 5714 Seybold Road Suite 101, Brookville, OH 45309

CRD#: 144131

Brookville, OH

Past

December 17, 2014 - September 17, 2020

EK RILEY INVESTMENTS, LLC

RIA

CRD#: 121003

Sidney, OH

Past

December 15, 2014 - September 17, 2020

EK RILEY INVESTMENTS, LLC

CRD#: 121003

Sidney, OH

Past

January 7, 2008 - November 3, 2014

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BOTKINS, OH

Past

January 4, 2008 - November 3, 2014

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BOTKINS, OH

Past

November 29, 2007 - January 2, 2008

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

HUBER HEIGHTS, OH

Past

September 28, 2005 - January 2, 2008

NATCITY INVESTMENTS, INC.

CRD#: 17490

HUBER HEIGHTS, OH

Past

November 10, 2004 - September 15, 2005

MWA FINANCIAL SERVICES INC.

CRD#: 112630

ROCK ISLAND, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/18/2020)

Florida
(8/18/2020)

Nevada
(5/9/2023)

Ohio
(8/18/2020)

IAR

Ohio
(8/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

Mailing Address

7901 Jones Branch Drive Suite 800, Mclean, VA 22102

Phone number

(703) 657-6060

Established

Firm type

Fiscal year end

# of Employees

165

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	15,808
AUM (Assets Under Management)	$ 4,617,171,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David J. Levorchick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Levorchick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

EK RILEY INVESTMENTS, LLC

EK RILEY INVESTMENTS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2007

Series 63

Date: 11/12/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2004

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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