Wealthspire Advisors

Wealthspire Advisors (CRD# 106259) is a financial advisory firm headquartered in Midlothian, VA. They manage $518,106,982 in 369 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1640 Huguenot Road, Midlothian, VA 23113
https://www.facebook.com/wealthspire
By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $1,404,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, LA, NC, NY, SC, TX, VA

Financial Advisors at Wealthspire Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert Moyer, financial advisor Midlothian VA
Robert M. Moyer
CRD#: 5339178
1640 Huguenot Road, Midlothian, VA 23113

Robert Moyer (CRD# 5339178) is an Investment Advisor Representative working at Wealthspire Advisors in Midlothian, VA and has over 16 years of experience in the finance industry.

2
Joseph Wiggins, financial advisor Midlothian VA
Joseph S. Wiggins
CRD#: 1883058
1640 Huguenot Road, Midlothian, VA 23113

Joseph Wiggins (CRD# 1883058) is an Investment Advisor Representative working at Wealthspire Advisors in Midlothian, VA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals