WEALTHSPIRE ADVISORS LLC
Doing business as WEALTHSPIRE ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$34,322,977,688
Discretionary
$33,046,513,176
Non-discretionary
$1,276,464,512
Firm details
- CRD number
- 106181
- SEC file number
- 801-49390
- Main office
- NEW YORK, NY, United States
- Employees
- 397
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.