GM ADVISORY GROUP, LLC
Doing business as WEALTHSPIRE ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$4,362,437,267
Discretionary
$3,653,603,670
Non-discretionary
$708,833,597
Firm details
- CRD number
- 147592
- SEC file number
- 801-69418
- Main office
- MELVILLE, NY, United States
- Employees
- 46
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of May 2026.