RIA Intel›Advisers›Maryland›WEALTHSPIRE ADVISORS, L.P.

WEALTHSPIRE ADVISORS, L.P.

Advisory

N·POTOMAC, MD

Data as of Jun 30, 2020 · Source: SEC Form ADV

Total AUM

$4.6B

1-Year AUM Growth

-21.3%

3-Year CAGR

-5.3%

Employees

54

Assets Under Management

Total AUM$4.6B

Discretionary AUM$4.3B

Non-Discretionary AUM$250M

Discretionary %94.6%

Total Clients—

Team

Total Employees54

Investment Advisers76

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingJun 3, 2013

Latest FilingJun 30, 2020

🔒 Full AUM trend chart and 30 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHSPIRE ADVISORS, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.