Be advised. This firm is no longer registered.

Wealthspire Advisors

Wealthspire Advisors (CRD# 168095) is a financial advisory firm headquartered in Potomac, MD. They manage $4,592,063,353 in 2,366 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854
https://www.facebook.com/wealthspire
By the Numbers
  • Total Assets Under Management
    4,592
    MILLION
  • Total Number of Accounts
    2,366
    ACCOUNTS
  • Average Account Value
    $1,940,855
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Wealthspire Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Leslie Bowman, financial advisor Madison WI
Leslie L. Bowman
CRD#: 6555242
10 Terrace Court, Suite 103, Madison, WI 53718

Leslie Bowman (CRD# 6555242) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 8 years of experience in the finance industry.

2
Kristopher Gundersen, financial advisor Rockville MD
Kristopher M. Gundersen
CRD#: 6474572
One Preserve Parkway, Suite 610, Rockville, MD 20852

Kristopher Gundersen (CRD# 6474572) is an Investment Advisor Representative working at Wealthspire Advisors in Rockville, MD and has over 8 years of experience in the finance industry.

3
Jillana Lizzi, financial advisor Rockville MD
Jillana P. Lizzi
CRD#: 5590853
One Preserve Parkway, Suite 610, Rockville, MD 20852

Jillana Lizzi (CRD# 5590853) is an Investment Advisor Representative working at Wealthspire Advisors in Rockville, MD and has over 15 years of experience in the finance industry.

4
Allan Meyer, financial advisor Rockville MD
Allan B. Meyer
CRD#: 4111438
One Preserve Parkway, Suite 610, Rockville, MD 20852

Allan Meyer (CRD# 4111438) is an Investment Advisor Representative working at Wealthspire Advisors in Rockville, MD and has over 12 years of experience in the finance industry.

5
Jennifer Moss, financial advisor Potomac MD
Jennifer C. Moss
CRD#: 6940166
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854

Jennifer Moss (CRD# 6940166) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry.

6
Neal Simon, financial advisor Rockville MD
Neal J. Simon
CRD#: 1692810
One Preserve Parkway, Suite 610, Rockville, MD 20852

Neal Simon (CRD# 1692810) is an Investment Advisor Representative working at Wealthspire Advisors in Rockville, MD and has over 21 years of experience in the finance industry.

7
Sandra Viney, financial advisor Madison WI
Sandra K. Viney
CRD#: 4502319
10 Terrace Court, Suite 243, Madison, WI 53718

Sandra Viney (CRD# 4502319) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 20 years of experience in the finance industry.

8
Regan Salm, financial advisor Delafield WI
Regan K. Salm
CRD#: 6836455
709b Milwaukee Street, Delafield, WI 53018

Regan Salm (CRD# 6836455) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 6 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