Wealthspire Advisors
Wealthspire Advisors (CRD# 110666) is a financial advisory firm headquartered in San Rafael, CA. They manage $2,819,336,852 in 944 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management2,819MILLION
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Total Number of Accounts944ACCOUNTS
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Average Account Value$2,986,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA
Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 36 years of experience in the finance industry.
William Bockwoldt (CRD# 6246601) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.
T. Branton (CRD# 5537359) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 15 years of experience in the finance industry.
Justin Detray (CRD# 3190629) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 10 years of experience in the finance industry.
Amanda Fox (CRD# 6864506) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 7 years of experience in the finance industry.
Gregory Friedman (CRD# 1929640) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 33 years of experience in the finance industry.
Kevin Gahagan (CRD# 2591527) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 29 years of experience in the finance industry.
Justin Hult (CRD# 2888652) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 31 years of experience in the finance industry.
Briana Keydel (CRD# 2810238) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 27 years of experience in the finance industry.