Wealthspire Retirement Advisory

Firm record

As recorded in SEC IAPD

Firm CRD

121254

SEC number

801-66107

Firm type

RIA

Assets under management

$38.6B as of Mar 31, 2026

Website

www.wealthspire.com ↗

Phone

949.460.9898

Address

120 Vantis, Aliso Viejo, CA, 92656

Advisors at this firm

121 in our index · page 1 of 3

• James V AdamCRD 4986401 · Plymouth, MN
  IA RegisteredRegistration inactive
• Philip Carl AndersonCRD 7110690 · South Jordan, UT
  IA RegisteredRegistration inactive
• Colombo M BaldiniCRD 1242744 · Maitland, FL
  IA RegisteredRegistration inactive
• Thomas Brian BastinCRD 3261301 · Weston, FL
  IA Registered
• Michael Jared BensonCRD 5762101 · South Jordan, UT
  IA RegisteredRegistration inactive
• Judd David BerubeCRD 5394524 · Bethesda, MD
  IA RegisteredBroker
• Jamie April BondCRD 6186159 · Cleveland, OH
  IA Registered
• Charles Tyler BrocatoCRD 5762605 · Fortson, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Carole BrowneCRD 1715863 · Warrington, PA
  IA RegisteredRegistration inactive
• Daniel Robert BystromCRD 3241599 · Planiview, NY
  IA RegisteredRegistration inactive
• Susan Rebecca BowersoxCRD 7280565 · Boca Raton, FL
  IA Registered
• Deana Angulo CalvelliCRD 5556130 · New York, NY
  IA RegisteredRegistration inactive
• Anthony Allen CardinalCRD 1907461 · Lakewood Ranch, FL
  IA RegisteredBroker
• George Elvin ChazulleCRD 2979661 · Bethesda, MD
  IA RegisteredRegistration inactive
• Michael John CoakleyCRD 6303849 · South Jordan, UT
  IA RegisteredRegistration inactive
• Shamun ColeCRD 5728901 · Bethesda, MD
  IA RegisteredRegistration inactive
• Raymond Nelson CorneauCRD 3180071 · Bethesda, MD
  IA RegisteredRegistration inactive
• April CampCRD 7637083 · Bethesda, MD
  IA Registered
• Lisa ConteCRD 7492176 · Aliso Viejo, CA
  IA Registered
• Michael Winston DanzanskyCRD 2410074 · Bethesda, MD
  IA Registered
• Easton Jeffrey DicksonCRD 7075589 · South Jordan, UT
  IA RegisteredRegistration inactive
• Michael C DownCRD 5197660 · Bethesda, MD
  IA RegisteredRegistration inactive
• Michael Joseph DuganCRD 2903879 · Bethesda, MD
  IA RegisteredRegistration inactive
• Marcel James DupreCRD 2794551 · New Orleans, LA
  IA Registered
• Joseph David DelaneyCRD 6828854 · Plymouth, MN
  IA Registered
• Jessica Bonardi EspinozaCRD 5103478 · Bethesda, MD
  IA RegisteredBroker
• Kristen Mansfield EcholsCRD 7318567 · Denver, CO
  IA RegisteredRegistration inactive
• Allison Odea EdmondsCRD 6905029 · Bethesda, MD
  IA Registered
• Steven L FestlerCRD 5677731 · Plymouth, MN
  IA RegisteredRegistration inactive
• Michael Vincent FilachekCRD 6012198 · Warrington, PA
  IA RegisteredRegistration inactive
• Allison FlinkCRD 4341987 · Austin, TX
  IA RegisteredRegistration inactive
• Michael Dennis FlynnCRD 2050077 · Royal Oak, MI
  IA RegisteredRegistration inactive
• Patrick Eugene FlynnCRD 1978133 · Troy, MI
  IA Registered
  Disclosure event(s) on record
• Marc FeinbergCRD 7684621 · New York, NY
  IA Registered
• Brooks FinneganCRD 7638220 · Boston, MA
  IA Registered
• Dallin Deloy GriffinCRD 6351530 · South Jordan, UT
  IA RegisteredRegistration inactive
• Carolina GarciaCRD 2947727 · Maitland, FL
  IA RegisteredRegistration inactive
• Carina Michelle GasconCRD 7926343 · Aliso Viejo, CA
  IA Registered
• Susann Kathleen HaasCRD 4303946 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Robert Barry HamiltonCRD 4645592 · Bethesda, MD
  IA RegisteredRegistration inactive
• James Daniel HannanCRD 6333997 · Bethesda, MD
  IA RegisteredRegistration inactive
• Jamie Ann HayesCRD 4475056 · Maitland, FL
  IA RegisteredRegistration inactive
• Clarence Leroy HaynesCRD 6125794 · Danbury, CT
  IA RegisteredRegistration inactive
• Barbara Anne HealyCRD 712443 · Scottsdale, AZ
  IA Registered
• Paula Ann HendricksonCRD 2668481 · Denver, CO
  IA Registered
• David Paul HerouxCRD 4746171 · New Smyrna Beach, FL
  IA RegisteredBroker
• Sarah Jamie HodianCRD 6465865 · Bethesda, MD
  IA RegisteredRegistration inactive
• Todd Reid HoppockCRD 2226874 · Boise, ID
  IA RegisteredRegistration inactive
• Ryan Richard HamiltonCRD 7230465 · Aliso Viejo, CA
  IA Registered
• Thomas August HeuerCRD 7139843 · Aliso Viejo, CA
  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.

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