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).

By the Numbers
  • Total Assets Under Management
    16,826
    MILLION
  • Total Number of Accounts
    7,920
    ACCOUNTS
  • Average Account Value
    $2,124,514
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 41 - 50 of 145 top financial advisors.
41
Kevin C. Kosgard
CRD#: 1548898
2201 E. Enterprise Ave. S, Suite 203, Appleton, WI 54913

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.

42
John M. Kovacs
CRD#: 4469248
3835 Pga Blvd, Suite 1101, Palm Beach Gardens, FL 33410

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.

43
Orathai Kuvareewong
CRD#: 5772419
11911 Freedom Drive, Suite 700, Reston, VA 20190

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.

44
Jennine R. Lacroix
CRD#: 2294476
900 Bestgate Road, Suite 200, Annapolis, MD 21401

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.

45
Bruce R. Laning
CRD#: 2427715
330 E Kilbourn Ave, Suite 1219, Milwaukee, WI 53202

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.

46
Bart J. Lanman
CRD#: 4565502
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854

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.

47
Theodore F. Leasure
CRD#: 1890990
11911 Freedom Drive, Suite 700, Reston, VA 20190

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.

48
Limin Lee
CRD#: 3195264
12435 Park Potomac Avenue, Suite 500, Potomac, MD 20854

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.

49
Tammie E. Lenzner
CRD#: 6254048
2201 E. Enterprise Ave. S, Suite 203, Appleton, WI 54913

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.

50
Kimberly S. Magaha
CRD#: 5198218
8170 Maple Lawn Blvd, Suite 100, Fulton, MD 20759

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.

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