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 advisor organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm traces its SEC registration to 1995 and offers fee arrangements that include percentage-of-AUM and fixed-fee models. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not position itself as an ESG investor. Wealthspire has been recognized in industry rankings across multiple outlets and years — examples include placements on Barron's Top 100 lists (multiple years), Forbes lists, and other industry roundups between 2020 and 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 8MICHAEL LAMENA
Chief Executive OfficerCRD 2797064
Channing Olson
Chief Operating OfficerCRD 8195134
BRAD LONG
CIO & Managing PartnerCRD 5358362
Contacts
3 of 233Casey 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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