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).
-
Total Assets Under Management18,872MILLION
-
Total Number of Accounts7,156ACCOUNTS
-
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
Christopher Maxey (CRD# 6052427) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 5 years of experience in the finance industry.
Charles Meixelsperger (CRD# 6448996) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 9 years of experience in the finance industry.
Max Meltzer (CRD# 5421443) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 16 years of experience in the finance industry.
Uliana Michaelis (CRD# 6472278) is an Investment Advisor Representative working at Wealthspire Advisors in Westport, CT and has over 8 years of experience in the finance industry.
Amy Miller (CRD# 6238887) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 9 years of experience in the finance industry.
Inessa Mischenko (CRD# 3136576) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 24 years of experience in the finance industry.
Kevin Moloney (CRD# 3134290) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 24 years of experience in the finance industry.
Marilyn Napoli (CRD# 5501299) is an Investment Advisor Representative working at Wealthspire Advisors in New York, NY and has over 15 years of experience in the finance industry.
Howard Offit (CRD# 2882299) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 26 years of experience in the finance industry.
Christopher Owens (CRD# 5312759) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 16 years of experience in the finance industry.