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WEALTHSPIRE ADVISORS
Legal name: WEALTHSPIRE ADVISORS LLC
CRD 106181File 801-49390
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.WEALTHSPIRE.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 368 | 397 | increased by29 |
| May 1, 2026 | Clients | 8,807 | 9,973 | increased by1,166 |
| May 1, 2026 | AUM | $29,356,215,183 | $34,322,977,688 | increased by$4,966,762,505 |
| May 1, 2026 | Accounts | 8,807 | 9,973 | increased by1,166 |
| Apr 1, 2026 | Employees | 335 | 368 | increased by33 |
| Apr 1, 2026 | Clients | 8,760 | 8,807 | increased by47 |
| Apr 1, 2026 | AUM | $25,786,873,286 | $29,356,215,183 | increased by$3,569,341,897 |
| Apr 1, 2026 | Accounts | 8,760 | 8,807 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 214 | 335 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,407 | 8,760 | increased by2,353 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,448,087,362 | $25,786,873,286 | increased by$8,338,785,924 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,407 | 8,760 | increased by2,353 |
| Oct 1, 2022 | Clients | 5,763 | 6,407 | increased by644 |
| Oct 1, 2022 | AUM | $16,435,244,154 | $17,448,087,362 | increased by$1,012,843,208 |
| Oct 1, 2022 | Accounts | 5,763 | 6,407 | increased by644 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTHSPIRE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHSPIRE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.