SPIRIT INVESTMENT ADVISORS

LEVY, DAVID, JONATHAN

CRD 319383

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$22.3M

Discretionary AUM

$22.3M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-02

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
High net worth individuals	12	$21.3M

Official SEC filing: View on IAPD