Wealthspire Holdco, LP
OwnerAccountants Proprietary Financial Servicenet, Inc.
About Wealthspire Holdco, LP
Wealthspire Holdco, LP is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. in Plainview, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Accountants Proprietary Financial Servicenet, Inc.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Wealthspire Holdco, LP work?
Wealthspire Holdco, LP is listed as Owner at Accountants Proprietary Financial Servicenet, Inc. on SEC Form ADV.
How much of Accountants Proprietary Financial Servicenet, Inc. does Wealthspire Holdco, LP own?
Form ADV reports a beneficial ownership band of Over 75%.
Accountants Proprietary Financial Servicenet, Inc.
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |