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WEALTHSPIRE ADVISORS
WEALTHSPIRE ADVISORS LLC
CRD 106181 · SEC 801-49390
521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175, United States
Phone
(212) 973-1200
Fax
(212) 973-1210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.32B
Discretionary AUM
$33.05B
Team
397 total employees; 220 advisory reps; 400 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; WRAP FEE
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4183 | $1.63B |
| High net worth individuals | 5553 | $31.57B |
| Pension/profit sharing plans | 69 | $174.6M |
| Charitable organizations | 94 | $619.1M |
| State/municipal entities | 1 | $36.6M |
| Corporations/business entities | 73 | $290.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD