Robert Jay Hilzenrath
Director - WealthspireWealthspire Retirement, LLCCRD 1869935
About Robert Jay Hilzenrath
Robert Jay Hilzenrath is listed as Director - Wealthspire at Wealthspire Retirement, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Under 5%. Robert Jay Hilzenrath is associated with 12 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Retirement, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Jay Hilzenrath work?
Robert Jay Hilzenrath is listed as Director - Wealthspire at Wealthspire Retirement, LLC on SEC Form ADV.
How much of Wealthspire Retirement, LLC does Robert Jay Hilzenrath own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Retirement, LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fi3 Financial Advisors, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Wealthspire Advisors LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Roundangle Advisors LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiducient Advisors LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sst Benefits Consulting & Insurance Services, LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiduciary First, LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Accountants Proprietary Financial Servicenet, Inc.
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | Director - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |