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WEALTHSPIRE ADVISORS
SAN RAFAEL, CA
415-526-2900
SEC #801-20857Total AUM
$2.8B
Employees
45Clients
944Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 SMITH RANCH RD.
SUITE 300
SAN RAFAEL
CA 94903
United States
SUITE 300
SAN RAFAEL
CA 94903
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
415-526-2900
Other Offices
2
Financials
Total AUM
$2.8B
Accounts
944Discretionary
$2.8B
Accounts
858Non-Discretionary
$13.4M
Accounts
86
Clients
Individual Clients
275AUM
$137.4M
HNW Individual Clients
662AUM
$2.7B
Pension/Profit Sharing Plan Clients
2AUM
$3.3M
Charitable Organization Clients
3AUM
$6.8M
Corporation or Business Clients
2AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHIIDNVNYORTXWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.