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Wealthspire US Parent, LLC

ShareholderWealthspire Advisors LLC

About Wealthspire US Parent, LLC

Wealthspire US Parent, LLC is listed as Shareholder at Wealthspire Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wealthspire Advisors LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Wealthspire US Parent, LLC work?

Wealthspire US Parent, LLC is listed as Shareholder at Wealthspire Advisors LLC on SEC Form ADV.

How much of Wealthspire Advisors LLC does Wealthspire US Parent, LLC own?

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

Wealthspire Advisors LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2025