Smriti Dhall

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2018
  Lenox Advisors, Inc
  San Francisco, CA
• 06/2022 → Present
  Wealthspire Advisors
  San Francisco, CA
• 07/2018 → 06/2022
  Lenox Wealth Advisors
  San Francisco, CA

Previous Registrations

• 2017-01-30 → 2018-05-01
  Lenox Advisors, Inc.
  San Francisco, CA
  New York, NY
• 2013-10-18 → 2015-11-12
  Peninsula Wealth, Llc
  San Francisco, CA
• 2011-05-12 → 2013-04-01
  Bluepointe Capital Management, Llc
  Menlo Park, CA

Designations

• Certified Financial Planner

Other Names

• Simi Dhall
• Simi N/A Dhall
• Smriti N/A Dhall