Wealthspire Advisors
Wealthspire Advisors (CRD# 106181) is a financial advisory firm headquartered in New York, NY. They manage $16,826,152,348 in 7,920 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management16,826MILLION
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Total Number of Accounts7,920ACCOUNTS
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Average Account Value$2,124,514
- 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
Kevin Kosgard (CRD# 1548898) is an Investment Advisor Representative working at Wealthspire Advisors in Appleton, WI and has over 24 years of experience in the finance industry.
John Kovacs (CRD# 4469248) is an Investment Advisor Representative working at Wealthspire Advisors in Palm Beach Gardens, FL and has over 22 years of experience in the finance industry.
Orathai Kuvareewong (CRD# 5772419) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 10 years of experience in the finance industry.
Jennine Lacroix (CRD# 2294476) is an Investment Advisor Representative working at Wealthspire Advisors in Annapolis, MD and has over 27 years of experience in the finance industry.
Bruce Laning (CRD# 2427715) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 26 years of experience in the finance industry.
Bart Lanman (CRD# 4565502) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 23 years of experience in the finance industry.
Theodore Leasure (CRD# 1890990) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 34 years of experience in the finance industry.
Limin Lee (CRD# 3195264) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 25 years of experience in the finance industry.
Tammie Lenzner (CRD# 6254048) is an Investment Advisor Representative working at Wealthspire Advisors in Appleton, WI and has over 10 years of experience in the finance industry.
Kimberly Magaha (CRD# 5198218) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has 1 year of experience in the finance industry.