Wealthspire Advisors LLC
● SEC registered since 1995CRD 106181SEC# 801-49390New York, NY
Reg. AUM
$34.32B
Employees
397
Accounts
9,973
Location
New York, NY
Wealthspire Advisors LLC assets under management
Wealthspire Advisors LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1995. It reports $34.3 billion in regulatory assets under management and employs 397 people.
Wealthspire Advisors LLC owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Leighton Long Control | Chief Investment Officer | Under 5% | 2025 |
| Brett Ronald Schneider Control | Director | Under 5% | 2009 |
| Brian David Powers Control | Chief Financial Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthspire Advisors LLC manage?
Wealthspire Advisors LLC reports $34.3 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthspire Advisors LLC have?
Wealthspire Advisors LLC reports 397 employees.
Where is Wealthspire Advisors LLC located?
Wealthspire Advisors LLC is based in New York, NY and has been SEC-registered since 1995.
Does Wealthspire Advisors LLC disclose fund performance?
Wealthspire Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 521 Fifth Avenue, 15th Floor, New York, NY 10175 |
| Phone | (212) 973-1200 |
| Fax | (212) 973-1210 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1646247 |
| Discloses disciplinary history | No |
Regulatory AUM
$34.32B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$34.32Bregulatory AUM
Discretionary $33.05BNon-discretionary $1.28B