Wealthspire Advisors

CRD 106181 · New York, NY · $34.3B AUM

RIA

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 4 of 4

Rosemary TimoneyCRD 4856338 · Melville, NY

IA Registered
Michael James TylerCRD 5391640 · Milwaukee, WI

IA Registered
Karyn Ilene TylickiCRD 2711770 · Milwaukee, WI

IA Registered
Timothy L TalbottCRD 7580135 · San Rafael, CA

IA Registered
Shannon ThiekeCRD 7946642 · Melville, NY

IA Registered
Natalie Lynne TrutyCRD 7352739 · New York, NY

IA Registered
Rick Pierce Van BenschotenCRD 1772365 · New York, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Serge Peter VillaniCRD 3258944 · Reno, NV

IA RegisteredRegistration inactive
Edward Charles VonlangeCRD 1334508 · Fulton, MD

IA RegisteredRegistration inactive
Charles Gerald WalkerCRD 2578251 · Fulton, MD

IA RegisteredRegistration inactive
Ian Michael WeinbergCRD 1298114 · Melville, NY

IA RegisteredRegistration inactive
Jay Michael WeinsteinCRD 1783142 · Potomac, MD

IA Registered
Joseph Saunders WigginsCRD 1883058 · Midlothian, VA

IA Registered
Juliette Cherie WilliamsCRD 2783776 · Delafield, WI

IA RegisteredRegistration inactive
Sarah Elizabeth Harkness WotherspoonCRD 4597986 · San Rafael, CA

IA Registered
Travis WaltersCRD 8214827 · New York, NY

IA Registered
Jared WolfeCRD 7919595 · Melville, NY

IA Registered
Alyson WoolbrightCRD 7920433 · New York, NY

IA Registered
Michael David ZeitlerCRD 7401956 · New York, NY

IA RegisteredRegistration inactive
Stephane De BrechardCRD 7967015 · New York, NY

IA Registered

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.

SEC IAPD record for firm CRD 106181 ↗ FINRA BrokerCheck record for firm CRD 106181 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.