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Amanda Davis

Wealthspire Advisors

Madison, WI

CRD 8194703

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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:

Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-04
  • WI RA
    APPROVED
    Since 2025-12-04

Branch Locations

10 Terrace Court, Suite 103, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City On A Hill New Bedford New Bedford MA 08/2015 06/2017
Sun Prairie East High School Sun Prairie WI 08/2017 06/2024
Wealthspire Advisors Llc Madison WI 06/2024 Present
  • 08/2015 → 06/2017
    City On A Hill New Bedford
    New Bedford, MA
  • 08/2017 → 06/2024
    Sun Prairie East High School
    Sun Prairie, WI
  • 06/2024 → Present
    Wealthspire Advisors Llc
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04

View on SEC IAPD

Nearby Firms

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LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.

Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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