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WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA
949.460.9898
SEC #801-66107Total AUM
$38.6B
Employees
244Clients
7,532Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
120 VANTIS
SUITE 400
ALISO VIEJO
CA 92656
United States
SUITE 400
ALISO VIEJO
CA 92656
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
949.460.9898
Other Offices
50
Financials
Total AUM
$38.6B
Accounts
7,532Discretionary
$38.6B
Accounts
7,532Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5,369AUM
$779.3M
HNW Individual Clients
768AUM
$1.7B
Pension/Profit Sharing Plan Clients
1,395AUM
$36.1B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.