RIA Intel›Advisers›California›WEALTHSPIRE RETIREMENT, LLC

WEALTHSPIRE RETIREMENT, LLC

Advisory

N·ALISO VIEJO, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$38.6B

1-Year AUM Growth

+22.4%

3-Year CAGR

+14.4%

Employees

139

Assets Under Management

Total AUM$38.6B

Discretionary AUM$38.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6,585

Team

Total Employees139

Investment Advisers244

Employee Growth (1Y)+13.7%

Filing History

Total Filings on Record70

First FilingJan 12, 2006

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 20+ 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 RETIREMENT, LLC

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