SEC Form ADV · CIK 1598304

WEALTHSPIRE ADVISORS

Registered Investment AdviserNY
$4.4B
Assets Under Management
835
Total Clients
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Registration Details

CIK
1598304
Accession
CRD-147592
Location
MELVILLE, NY
Filing Date
March 29, 2026
AUM
$4.4B
Total Clients
835
Amendment
No

About this Adviser

WEALTHSPIRE ADVISORS is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $4.4B in assets across 835 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.