Wealthspire Advisors

Wealthspire Advisors (CRD# 106181) is a financial advisory firm headquartered in New York, NY. They manage $18,872,379,313 in 7,156 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
521 Fifth Avenue, 15th Floor, New York, NY 10175
https://www.linkedin.com/company/wealthspireadvisors
By the Numbers
  • Total Assets Under Management
    18,872
    MILLION
  • Total Number of Accounts
    7,156
    ACCOUNTS
  • Average Account Value
    $2,637,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Wealthspire Advisors
Showing 111 - 120 of 143 top financial advisors.
111
Sonia Kraus, financial advisor New York NY
Sonia G. Kraus
CRD#: 7803416
521 5th Avenue, 15th Fl, New York, NY 10175

Sonia Kraus (CRD# 7803416) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

112
Matthew Krueger, financial advisor Appleton WI
Matthew Krueger
CRD#: 7823994
2505 East Evergreen Drive, Suite A, Appleton, WI 54913

Matthew Krueger (CRD# 7823994) is an Investment Advisor Representative working at Wealthspire Advisors in Appleton, WI and has 1 year of experience in the finance industry.

113
Allaire Langdon, financial advisor New York NY
Allaire L. Langdon
CRD#: 6497325
90 Park Ave, Suite 1700, New York, NY 10016

Allaire Langdon (CRD# 6497325) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has 1 year of experience in the finance industry.

114
Christopher Leddy, financial advisor Palm Beach Gardens FL
Christopher J. Leddy
CRD#: 5001848
3835 Pga Boulevard, Suite 1101, Palm Beach Gardens, FL 33410

Christopher Leddy (CRD# 5001848) is an Investment Advisor Representative working at Wealthspire Advisors in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

115
Donna Levy-Leroy, financial advisor New York NY
Donna Levy-Leroy
CRD#: 1280765
521 Fifth Avenue, 15th Floor, New York, NY 10175

Donna Levy-Leroy (CRD# 1280765) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 38 years of experience in the finance industry.

116
Andrew Macaleer, financial advisor New York NY
Andrew S. Macaleer
CRD#: 5966534
90 Park Ave, Suite 1600, New York, NY 10016

Andrew Macaleer (CRD# 5966534) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 12 years of experience in the finance industry.

117
Dominick Matteo, financial advisor New York NY
Dominick R. Matteo
CRD#: 6809444
521 Fifth Avenue, 15th Floor, New York, NY 10175

Dominick Matteo (CRD# 6809444) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 3 years of experience in the finance industry.

118
Michele Mayo, financial advisor Madison WI
Michele L. Mayo
CRD#: 6247963
10 Terrace Court, Suite 103, Madison, WI 53718

Michele Mayo (CRD# 6247963) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 4 years of experience in the finance industry.

119
Michael Moriarty, financial advisor New York NY
Michael J. Moriarty
CRD#: 4223156
521 Fifth Avenue, 15th Floor, New York, NY 10175

Michael Moriarty (CRD# 4223156) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 22 years of experience in the finance industry.

120
Matthew Moser, financial advisor New York NY
Matthew S. Moser
CRD#: 6990103
90 Park Avenue, Suite 1700, New York, NY 10016

Matthew Moser (CRD# 6990103) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 5 years of experience in the finance industry.

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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.

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