WEALTHSPIRE ADVISORS

Legal name: WEALTHSPIRE ADVISORS LLC

CRD 106181File 801-49390

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$34.32B

Top 10% of cohort (national)

Discretionary AUM

$33.05B

Non-discretionary $1.28B

Clients

9,973

9,973 accounts

Employees

397

Top 10% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 16, 1995
Principal office: 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175
Phone: (212) 973-1200
Website: https://www.instagram.com/wealthspireadvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $34.32B
Discretionary AUM: $33.05B
Non-discretionary AUM: $1.28B
Discretionary accounts: 9,265
Non-discretionary accounts: 708
Total accounts: 9,973
AUM per client: $3.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	73	$290.4M
Charitable organizations	94	$619.1M
High net worth individuals	5,553	$31.57B
Pension and profit sharing plans	69	$174.6M
State or municipal government entities	Fewer than 5	$36.6M
Individuals (other than high net worth individuals)	4,183	$1.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — WRAP FEE
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.