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Wealthspire Advisors CRD 106181
$34.3B regulatory AUM 400 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Delafield | WI | 05/2015 | 01/2022 |
| Wealthspire Capital, Llc | Delafield | WI | 10/2015 | 06/2020 |
| Wealthspire Advisors | Delafield | WI | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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