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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-02 |
| MD | RA | APPROVED | 2026-02-02 |
| NV | RA | APPROVED | 2026-02-02 |
| WI | RA | APPROVED | 2026-02-02 |
| NY | RA | APPROVED | 2022-08-22 |
Branch Locations
500 W. Madison Street Suite 3260, Chicago, IL 60661 • United States
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 10/2014 | 06/2018 |
| Wealthspire Advisors | Naperville | IL | 06/2018 | Present |
| Wealthspire Capital, Llc | Milwaukee | WI | 06/2018 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-12 |
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