Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
10 Terrace Court Suite 103, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Milwaukee | WI | 07/2013 | Present |
| Wealthspire Capital, Llc | Milwaukee | WI | 07/2015 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
Reach out to this advisor