SEC Form ADV · CIK 1646247

WEALTHSPIRE ADVISORS

Registered Investment AdviserNY
$34.3B
Assets Under Management
9,973
Total Clients
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Registration Details

CIK
1646247
Accession
CRD-106181
Location
NEW YORK, NY
Filing Date
April 30, 2026
AUM
$34.3B
Total Clients
9,973
Amendment
No

About this Adviser

WEALTHSPIRE ADVISORS is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $34.3B in assets across 9,973 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.