Wealthspire Advisors
Firm details
- Headquarters
- New York, New York
- CRD number
- 106181
- Registered since
- June 16, 1995
- Website
- www.wealthspire.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI91.98%
- Individuals4.75%
- Charitable Organizations1.8%
- Corporations / Businesses0.85%
- Pension & Profit Sharing Plans0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthspire Advisors is an independent, SEC‑registered registered investment adviser organized as an LLC and in operation since 1995. The firm acts as a capital allocator for both individual and family clients as well as institutional mandates, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Its fee arrangements include percentage of AUM, fixed fees and other structures. Wealthspire is not classified as an active ESG investor in the provided data. The firm has appeared on several industry lists in recent years, including rankings from Barron's (multiple years), Forbes, Financial Times and FA Magazine, and was named among AdvisorHub’s "50 RIA Firms to Watch" in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 8
Michael Lamena
Chief Executive OfficerCRD 2797064
Channing Olson
Chief Operating OfficerCRD 8195134
Brad Long
CIO & Managing PartnerCRD 5358362
Contacts
3 of 234
Casey Riviezzo
Assistant Vice PresidentCRD 7005334
Alix Rosenbaum
Advisor AssociateCRD 7932197
Benjamin Kille
Managing DirectorCRD 1325992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 464Active vs passive
$11.2B in ETFs
90%
$10.1B
8%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.7B | 2,669,963 | 15.53% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 521 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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