| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2009 |
| Brian David Powers Control | Chief Financial Officer | Under 5% | 2019 |
| Edward George O'Malley Control | Director | Under 5% | 2015 |
Wealthspire Advisors LLC reports $25.8 billion in regulatory assets under management on its Form ADV.
Wealthspire Advisors LLC reports 335 employees.
Wealthspire Advisors LLC is based in New York, NY and has been SEC-registered since 1995.
Wealthspire Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 521 Fifth Avenue, 15th Floor, New York, NY 10175 |
| Phone | (212) 973-1200 |
| Fax | (212) 973-1210 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1646247 |
| Discloses disciplinary history | No |
| Discretionary | $25.2B |
| Non-discretionary | $586.5M |
| Total (RAUM) | $25.79B |