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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-03 |
Branch Locations
1 California Street, Suite 200, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | San Francisco | CA | 05/2022 | Present |
| Freelance Film Producer | San Francisco | CA | 10/2017 | 05/2022 |
| Americorps | Mount Vernon | WA | 03/2017 | 10/2017 |
| Unemployed | San Francisco | CA | 05/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
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