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Wealthspire Holdco, LP

OwnerGm Advisory Group, LLC

About Wealthspire Holdco, LP

Wealthspire Holdco, LP is listed as Owner at Gm Advisory Group, LLC in Melville, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Gm Advisory Group, LLC
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 Gm Advisory Group, LLC on SEC Form ADV.

How much of Gm Advisory Group, LLC does Wealthspire Holdco, LP own?

Form ADV reports a beneficial ownership band of Over 75%.

Gm Advisory Group, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025