Carl Edward Nelson
President, Wealthspire, LpWealthspire Advisors LLCCRD 2243802
About Carl Edward Nelson
Carl Edward Nelson is listed as President, Wealthspire, Lp at Wealthspire Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Carl Edward Nelson is associated with 12 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carl Edward Nelson work?
Carl Edward Nelson is listed as President, Wealthspire, Lp at Wealthspire Advisors LLC on SEC Form ADV.
How much of Wealthspire Advisors LLC does Carl Edward Nelson own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Roundangle Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiducient Advisors LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Wealthspire Retirement, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sst Benefits Consulting & Insurance Services, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiduciary First, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Accountants Proprietary Financial Servicenet, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Fi3 Financial Advisors, LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |