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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-28 |
Branch Locations
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Spaventa Group (Tsg Invest) | Jersey City | NJ | 06/2024 | 08/2024 |
| Wealthspire Advisors | New York | NY | 06/2025 | 08/2025 |
| Wealthspire Advisors | New York | NY | 06/2026 | Present |
| University Of South Carolina | Columbia | SC | 08/2022 | 05/2026 |
| Middle/High School | Ramsey | NJ | 07/2016 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-28 |
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