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Wealthspire Holdco, LP

OwnerAccountants Proprietary Financial Servicenet, Inc.

About Wealthspire Holdco, LP

Wealthspire Holdco, LP is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. in Plainview, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Accountants Proprietary Financial Servicenet, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Wealthspire Holdco, LP work?

Wealthspire Holdco, LP is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. on SEC Form ADV.

How much of Accountants Proprietary Financial Servicenet, Inc. does Wealthspire Holdco, LP own?

Form ADV reports a beneficial ownership band of Over 75%.

Accountants Proprietary Financial Servicenet, Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2025
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