Wealthspire Institutional, LLC

RIASEC Registered

Total AUM

$97.5B

Discretionary

$52.5B

54% of AUM

Avg account

$78.6M

Accounts

1,241

Employees

210

Advisory reps

123

Firm details

Headquarters: Chicago, Illinois
CRD number: 106720
Registered since: March 27, 1995
Website: www.fiducientadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans47.98%
HNWI33.93%
Charitable Organizations17.91%
Corporations / Businesses0.14%
Individuals0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthspire Institutional, LLC is an independent registered investment adviser that has been SEC-registered since 1995. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that blends discretionary portfolio management, financial planning, and pension consulting. Its business mix includes management of pooled investment vehicles, selection of third‑party managers, publication of investment commentary, and educational programming. Fee arrangements encompass percentage‑of‑AUM billing, fixed fees, and performance‑based fees. The firm also reports active ESG investing as part of its process.