Channing Olson
Chief Operations OfficerWealthspire Advisors LLCCRD 8195134
About Channing Olson
Channing Olson is listed as Chief Operations Officer at Wealthspire Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Channing Olson is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Channing Olson work?
Channing Olson is listed as Chief Operations Officer at Wealthspire Advisors LLC on SEC Form ADV.
How much of Wealthspire Advisors LLC does Channing Olson own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Advisors LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Roundangle Advisors LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fi3 Financial Advisors, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |