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WEALTHSPIRE ADVISORS
NEW YORK, NY
(212) 973-1200
SEC #801-49390Total AUM
$34.3B
Employees
397Clients
9,973Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
521 FIFTH AVENUE
15TH FLOOR
NEW YORK
NY 10175
United States
15TH FLOOR
NEW YORK
NY 10175
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(212) 973-1200
Other Offices
26
Financials
Total AUM
$34.3B
Accounts
9,973Discretionary
$33B
Accounts
9,265Non-Discretionary
$1.3B
Accounts
708
Clients
Individual Clients
4,183AUM
$1.6B
HNW Individual Clients
5,553AUM
$31.6B
Pension/Profit Sharing Plan Clients
69AUM
$174.6M
Charitable Organization Clients
94AUM
$619.1M
Government Entity Clients
1AUM
$36.6M
Corporation or Business Clients
73AUM
$290.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.