Wealthspire Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

106181

SEC number

801-49390

Firm type

RIA

Assets under management

$34.3B as of Apr 30, 2026

Website

www.instagram.com/wealthspireadvisors ↗

Phone

(212) 973-1200

Address

521 Fifth Avenue, New York, NY, 10175

Advisors at this firm

170 in our index · page 2 of 4

• Justin Louis GoldsteinCRD 5779980 · Madison, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eran GoudesCRD 5745405 · Reston, VA
  IA Registered
• Lisa Victoria GrahamCRD 6985490 · Seattle, WA
  IA RegisteredRegistration inactive
• James Mark GriesserCRD 1830999 · Annapolis, MD
  IA Registered
• Jennifer Lynn GiemzaCRD 5378321 · Madison, WI
  IA RegisteredRegistration inactive
• Lyndsey Ann GorhamCRD 5276726 · Melville, NY
  IA Registered
• Robert GryboskiCRD 2988497 · Westport, CT
  IA RegisteredRegistration inactive
• Sarah Ann HannibalCRD 4277177 · Beachwood, OH
  IA Registered
• Casey James HardyCRD 6889783 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Gail M HarrisCRD 2662316 · New York, NY
  IA RegisteredRegistration inactive
• Timothy Richard HughesCRD 5019024 · Reston, VA
  IA Registered
• Justin Karl HultCRD 2888652 · San Rafael, CA
  IA Registered
• Tierney E HendersonCRD 7563286 · San Francisco, CA
  IA Registered
• Sean Andrew HeymanCRD 6910329 · San Rafael, CA
  IA RegisteredRegistration inactive
• Trent W HofmeisterCRD 7448029 · Salisbury, MD
  IA Registered
• Christopher James JenningsCRD 5749410 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Megan Nicole JohnCRD 7437337 · New York, NY
  IA Registered
• Ryan E JordanCRD 7115023 · Potomac, MD
  IA Registered
• Lindsey Marie KaneCRD 6883825 · Madison, WI
  IA RegisteredRegistration inactive
• Dmitriy KatsnelsonCRD 6052429 · Potomac, MD
  IA Registered
• Brent Thomas KatterheinrichCRD 4918818 · Madison, WI
  IA RegisteredRegistration inactive
• Stephen Atwood KeplerCRD 2262538 · San Rafael, CA
  IA Registered
• Briana Kelly KeydelCRD 2810238 · Seattle, WA
  IA RegisteredRegistration inactive
• Christopher Colin KiesslingCRD 5897244 · Potomac, MD
  IA Registered
• Myka Bradley KoenenCRD 5791932 · Reston, VA
  IA Registered
• Kevin Charles KosgardCRD 1548898 · Appleton, WI
  IA RegisteredRegistration inactive
• John Michael KovacsCRD 4469248 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Orathai KuvareewongCRD 5772419 · Reston, VA
  IA Registered
• Nicholas J KapelewskiCRD 7386823 · West Hartford, CT
  IA RegisteredRegistration inactive
• Jack Weldon KeatingCRD 7166555 · Reston, VA
  IA Registered
• Riley T KeenanCRD 7375973 · New York, NY
  IA Registered
• Seong Ho KimCRD 6674403 · Potomac, MD
  IA RegisteredRegistration inactive
• Raymond Edward KramerCRD 7378458 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Jennine Ramsey LacroixCRD 2294476 · Fulton, MD
  IA Registered
• Allaire Louise LangdonCRD 6497325 · New York, NY
  IA Registered
• Theodore Flood LeasureCRD 1890990 · Reston, VA
  IA Registered
• Christopher John LeddyCRD 5001848 · New York, NY
  IA Registered
• Limin LeeCRD 3195264 · Potomac, MD
  IA Registered
• Tammie Elizabeth LenznerCRD 6254048 · Appleton, WI
  IA Registered
• Donna Levy-LeroyCRD 1280765 · New York, NY
  IA Registered
• Gloria LevorinCRD 7984251 · New York, NY
  IA Registered
• Carolina Llano GonzalezCRD 7843461 · Melville, NY
  IA Registered
• Sara LubanskiCRD 8123239 · New York, NY
  IA Registered
• Frank Patrick MarzanoCRD 3045864 · Boca Raton, FL
  IA Registered
• Christopher Sandstrom MaxeyCRD 6052427 · Potomac, MD
  IA RegisteredRegistration inactive
• Brian Shawn McauliffeCRD 1341889 · New York, NY
  IA RegisteredRegistration inactive
• Charles Vincent MeixelspergerCRD 6448996 · Madison, WI
  IA RegisteredRegistration inactive
• Uliana G. MichaelisCRD 6472278 · New York, NY
  IA Registered
• Amy B MillerCRD 6238887 · West Hartford, CT
  IA Registered
• Kevin Philip MoloneyCRD 3134290 · Madison, WI
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.