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WEALTHSPIRE RETIREMENT ADVISORY
WEALTHSPIRE RETIREMENT, LLC
CRD 121254 · SEC 801-66107
120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656, United States
Phone
949.460.9898
Fax
949.460.9893
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$38.61B
Discretionary AUM
$38.61B
Team
244 total employees; 139 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersRESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5369 | $779.3M |
| High net worth individuals | 768 | $1.68B |
| Pension/profit sharing plans | 1395 | $36.15B |
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, PR, 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