RIA Intel›Advisers›New York›WEALTHSPIRE ADVISORS LLC

WEALTHSPIRE ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM

$34.3B

1-Year AUM Growth

+31.1%

3-Year CAGR

+20.0%

Employees

220

Assets Under Management

Total AUM$34.3B

Discretionary AUM$33.0B

Non-Discretionary AUM$1.3B

Discretionary %96.3%

Total Clients8,760

Team

Total Employees220

Investment Advisers397

Employee Growth (1Y)+18.5%

Filing History

Total Filings on Record64

First FilingFeb 27, 2001

Latest FilingApr 30, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 25+ 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 LLC

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