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Building 2WEALTHSPIRE ADVISORS

Map pinMELVILLE, NY
Phone631-227-3900
NotebookSEC #801-69418
Total AUM
$4.4B
Employees
46
Clients
835

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 BROADHOLLOW ROAD
SUITE 301
MELVILLE
NY 11747
United States
Operating Hours
8:30 AM-5:30 PM
Monday - Friday
Phone
631-227-3900
Other Offices
1

ReceiptFinancials

Total AUM
$4.4B
Accounts
835
Discretionary
$3.7B
Accounts
699
Non-Discretionary
$708.8M
Accounts
136

ContactClients

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Individual Clients
314
AUM
$87.8M
HNW Individual Clients
477
AUM
$4.2B
Pension/Profit Sharing Plan Clients
27
AUM
$65.9M
Charitable Organization Clients
9
AUM
$15.2M
Corporation or Business Clients
8
AUM
$15.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMANCNJNYPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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