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WEALTHSPIRE ADVISORS
POTOMAC, MD
888-303-2357
SEC #801-78179Total AUM
$4.6B
Employees
76Clients
2,366Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12435 PARK POTOMAC AVENUE
SUITE 500
POTOMAC
MD 20854
United States
SUITE 500
POTOMAC
MD 20854
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-303-2357
Other Offices
9
Financials
Total AUM
$4.6B
Accounts
2,366Discretionary
$4.3B
Accounts
2,178Non-Discretionary
$249.7M
Accounts
188
Clients
Individual Clients
1,146AUM
$461.3M
HNW Individual Clients
816AUM
$3.5B
Pension/Profit Sharing Plan Clients
146AUM
$168.1M
Charitable Organization Clients
193AUM
$217M
Corporation or Business Clients
65AUM
$213.2M
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
ALAZCACOCTDCFLGAHIIAILINKSMAMDMIMNMONCNJNVNYOHORPASCSDTNTXVAWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.