WEALTHSPIRE RETIREMENT ADVISORY

Legal name: WEALTHSPIRE RETIREMENT, LLC

CRD 121254File 801-66107

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$38.61B

Top 10% of cohort (national)

Discretionary AUM

$38.61B

Clients

7,532

7,532 accounts

Employees

244

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 31, 2006
Principal office: 120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656
Phone: 949.460.9898
Website: https://www.wealthspire.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $38.61B
Discretionary AUM: $38.61B
Non-discretionary AUM: $0
Discretionary accounts: 7,532
Non-discretionary accounts: 0
Total accounts: 7,532
AUM per client: $5.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	768	$1.68B
Pension and profit sharing plans	1,395	$36.15B
Individuals (other than high net worth individuals)	5,369	$779.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other 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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.