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).
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Total Assets Under Management18,872MILLION
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Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Timothy Hughes (CRD# 5019024) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 18 years of experience in the finance industry.
Ashley Iddings (CRD# 4571359) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 20 years of experience in the finance industry.
Christopher Jennings (CRD# 5749410) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 9 years of experience in the finance industry.
Dmitriy Katsnelson (CRD# 6052429) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 10 years of experience in the finance industry.
Brent Katterheinrich (CRD# 4918818) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 18 years of experience in the finance industry.
Christopher Kiessling (CRD# 5897244) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 13 years of experience in the finance industry.
Benjamin Kille (CRD# 1325992) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 39 years of experience in the finance industry.
Seong Ho Kim (CRD# 6674403) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 6 years of experience in the finance industry.
Mark Knipfer (CRD# 4604667) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 19 years of experience in the finance industry.
Myka Koenen (CRD# 5791932) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 10 years of experience in the finance industry.