Wealthspire Advisors

Wealthspire Advisors (CRD# 110666) is a financial advisory firm headquartered in San Rafael, CA. They manage $2,819,336,852 in 944 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,819
    MILLION
  • Total Number of Accounts
    944
    ACCOUNTS
  • Average Account Value
    $2,986,586
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.

AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA

Financial Advisors at Wealthspire Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Julie A. Back
CRD#: 1690127
1700 Westlake Avenue North, Suite 325, Seattle, WA 98109

Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 36 years of experience in the finance industry.

2
William H. Bockwoldt
CRD#: 6246601
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

William Bockwoldt (CRD# 6246601) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.

3
T. S. Branton
CRD#: 5537359
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

T. Branton (CRD# 5537359) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 15 years of experience in the finance industry.

4
Justin N. Detray
CRD#: 3190629
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Justin Detray (CRD# 3190629) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.

5
Amanda C. Fox
CRD#: 6864506
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Amanda Fox (CRD# 6864506) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 7 years of experience in the finance industry.

6
Gregory H. Friedman
CRD#: 1929640
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Gregory Friedman (CRD# 1929640) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 33 years of experience in the finance industry.

7
Kevin M. Gahagan
CRD#: 2591527
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Kevin Gahagan (CRD# 2591527) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 29 years of experience in the finance industry.

8
Justin K. Hult
CRD#: 2888652
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Justin Hult (CRD# 2888652) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.

9
Stephen A. Kepler
CRD#: 2262538
100 Smith Ranch Rd., Suite 300, San Rafael, CA 94903

Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 31 years of experience in the finance industry.

10
Briana K. Keydel
CRD#: 2810238
1700 Westlake Avenue North, Suite 325, Seattle, WA 98109

Briana Keydel (CRD# 2810238) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 27 years of experience in the finance industry.

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