Brad Leighton Long
Chief Investment Officer - Wealthspire InstitutionalWealthspire Retirement, LLCCRD 5358362
About Brad Leighton Long
Brad Leighton Long is listed as Chief Investment Officer - Wealthspire Institutional at Wealthspire Retirement, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Under 5%. Brad Leighton Long is associated with 9 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Retirement, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brad Leighton Long work?
Brad Leighton Long is listed as Chief Investment Officer - Wealthspire Institutional at Wealthspire Retirement, LLC on SEC Form ADV.
How much of Wealthspire Retirement, LLC does Brad Leighton Long own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Retirement, LLC
| Title | Chief Investment Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Fi3 Financial Advisors, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Wealthspire Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Roundangle Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | Chief Investment Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Fiducient Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Marin Financial Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | Chief Investment Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |