Wealthspire Retirement, LLC
● SEC registered since 2006CRD 121254SEC# 801-66107Aliso Viejo, CA
Reg. AUM
$38.61B
Employees
244
Accounts
7,532
Location
Aliso Viejo, CA
Wealthspire Retirement, LLC assets under management
Wealthspire Retirement, LLC operates as an SEC-registered investment adviser based in Aliso Viejo, CA. The firm has been registered since 2006. It reports $38.6 billion in regulatory assets under management and employs 244 people.
Wealthspire Retirement, LLC owners & executives
25 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Leighton Long Control | Chief Investment Officer - Wealthspire Institutional | Under 5% | 2026 |
| Brett Ronald Schneider Control | Director - Wealthspire | Under 5% | 2025 |
| Brian J Yu Control | Chief Compliance Officer - Wealthspire Retirement | Under 5% | 2025 |
See all 25 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealthspire Retirement, LLC manage?
Wealthspire Retirement, LLC reports $38.6 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthspire Retirement, LLC have?
Wealthspire Retirement, LLC reports 244 employees.
Where is Wealthspire Retirement, LLC located?
Wealthspire Retirement, LLC is based in Aliso Viejo, CA and has been SEC-registered since 2006.
Does Wealthspire Retirement, LLC disclose fund performance?
Wealthspire Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Vantis, Suite 400, Aliso Viejo, CA 92656 |
| Phone | 949.460.9898 |
| Fax | 949.460.9893 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2040084 |
| Discloses disciplinary history | No |
Regulatory AUM
$38.61B▲ 327012%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$38.61Bregulatory AUM
Discretionary $38.61B