Be advised. This firm is no longer registered.

Wealthspire Advisors

Wealthspire Advisors (CRD# 126665) is a financial advisory firm headquartered in West Hartford, CT. They manage $1,012,843,208 in 1,794 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,013
    MILLION
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $564,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

AZ, CA, CO, CT, DE, FL, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Wealthspire Advisors
No Advisor Found.
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