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).
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Total Assets Under Management2,819MILLION
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Total Number of Accounts944ACCOUNTS
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Average Account Value$2,986,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA
Michael Mangels (CRD# 6122524) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
Charles Pyfer (CRD# 4000198) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 24 years of experience in the finance industry.
Glenda Schmidt (CRD# 2432132) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 30 years of experience in the finance industry.
Sheila Schroeder (CRD# 1173790) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 35 years of experience in the finance industry.
John Thiel (CRD# 6292141) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 9 years of experience in the finance industry.
Sarah Wotherspoon (CRD# 4597986) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 21 years of experience in the finance industry.
Tierney Henderson (CRD# 7563286) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
Julia Penwell (CRD# 6819608) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has 1 year of experience in the finance industry.
Timothy Talbott (CRD# 7580135) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.