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Building 2WEALTHSPIRE ADVISORS

Map pinMIDLOTHIAN, VA
Phone804-323-1886
NotebookSEC #801-39127
Total AUM
$518.1M
Employees
5
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1640 HUGUENOT ROAD
MIDLOTHIAN
VA 23113
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
804-323-1886

ReceiptFinancials

Total AUM
$518.1M
Accounts
369
Discretionary
$343.6M
Accounts
307
Non-Discretionary
$174.5M
Accounts
62

ContactClients

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Individual Clients
237
AUM
$82.8M
HNW Individual Clients
80
AUM
$233.9M
Pension/Profit Sharing Plan Clients
41
AUM
$38.9M
Charitable Organization Clients
4
AUM
$153.1M
Corporation or Business Clients
7
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGALANCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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