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Wealthspire Holdco, LP

OwnerSst Benefits Consulting & Insurance Services, LLC

About Wealthspire Holdco, LP

Wealthspire Holdco, LP is listed as Owner at Sst Benefits Consulting & Insurance Services, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sst Benefits Consulting & Insurance Services, 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 Sst Benefits Consulting & Insurance Services, LLC on SEC Form ADV.

How much of Sst Benefits Consulting & Insurance Services, LLC does Wealthspire Holdco, LP own?

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

Sst Benefits Consulting & Insurance Services, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025