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 2 of 3

• Emily HopkinsCRD 5569565 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Rizek HousariCRD 7364396 · South Jordan, UT
  IA Registered
• Mario Allen IniguezCRD 5426780 · Cedar Park, TX
  IA RegisteredRegistration inactive
• Kristin Kay JacobsonCRD 2748642 · Bethesda, MD
  IA Registered
• Kameron Alexander JonesCRD 6258763 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Kenneth Walton JenkinsCRD 6624441 · Bethesda, MD
  IA Registered
• Bradley Christopher JoynerCRD 5390009 · Bethesda, MD
  IA RegisteredRegistration inactive
• Daniel Joseph KallusCRD 2424974 · Houston, TX
  IA RegisteredRegistration inactive
• William Ross KarlinCRD 2154508 · Bethesda, MD
  IA RegisteredRegistration inactive
• Evan M KassimirCRD 6130423 · New York, NY
  IA RegisteredRegistration inactive
• Geoffrey Vincent KeelingCRD 2644071 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Richard Robert KruseCRD 1218830 · Plymouth, MN
  IA RegisteredRegistration inactive
• Daniel Glenn KilleaCRD 7576027 · Norwell, MA
  IA Registered
• Lindsey KisselCRD 5346268 · Bethesda, MD
  IA RegisteredBroker
• Alissa Jean Koebler-PurkoCRD 6205645 · Madison, WI
  IA Registered
• Christopher David LangstaffCRD 6482905 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Vincent Glen LearnedCRD 5749771 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Denise Eileen LeddyCRD 2381029 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Lawrence LivingstonCRD 2266423 · Dallas, TX
  IA RegisteredRegistration inactive
• Beth B LongCRD 4544170 · Charlotte, NC
  IA RegisteredRegistration inactive
• Eric Christopher LoydCRD 2378616 · Atlanta, GA
  IA Registered
• Caroline A MacomberCRD 4867534 · Bethesda, MD
  IA RegisteredRegistration inactive
• Jonathan Howard MaertzCRD 2551335 · Madison, WI
  IA RegisteredRegistration inactive
• Peter John MarriottCRD 2886662 · Charlotte, NC
  IA RegisteredBroker
• Lily Ann MatiasCRD 2611212 · Aliso Viejo, CA
  IA RegisteredBroker
• Marc Vincent McdowellCRD 2747589 · Madison, WI
  IA RegisteredRegistration inactive
• Michael Ternan McguireCRD 1767218 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Kaden MckellCRD 7333413 · South Jordan, UT
  IA Registered
• Elizabeth Ann MikkelsonCRD 2777990 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Faron Scott MillerCRD 4078974 · Midlothian, VA
  IA RegisteredRegistration inactive
• Eileen Patricia MahoneyCRD 1991963 · Little Silver, NJ
  IA Registered
• Jared Ross MarxCRD 6700224 · Bethesda, MD
  IA RegisteredRegistration inactive
• John Joseph MckennaCRD 5679787 · Midlothian, VA
  IA RegisteredRegistration inactive
• Natalie Ann MeziereCRD 6448186 · Aliso Viejo, CA
  IA RegisteredRegistration inactive
• Daniel John MurrayCRD 7255038 · Plymouth, MN
  IA RegisteredRegistration inactive
• John Raymond NelsonCRD 2584314 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Christopher Allyn NordlundCRD 6477720 · Bethesda, MD
  IA RegisteredRegistration inactive
• Diana Kalunde NzauCRD 6150630 · Scottsdale, AZ
  IA RegisteredBroker
• Ethan NesheimCRD 7707670 · Aliso Viejo, CA
  IA Registered
• Steven L PromCRD 4260709 · Plymouth, MN
  IA RegisteredRegistration inactive
• Matthew Cray ParkerCRD 6712535 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Brielle Renae ParkinsonCRD 7565573 · South Jordan, UT
  IA Registered
• Kelly PelinoCRD 8056462 · Los Angeles, CA
  IA Registered
• Kelly Gallagher PettitCRD 5711904 · Bethesda, MD
  IA RegisteredRegistration inactive
• Morgan Davis QuigleyCRD 7028561 · Aliso Viejo, CA
  IA Registered
• Yarziah Raymond ReevesCRD 3165245 · Bethesda, MD
  IA RegisteredRegistration inactive
• John Kenneth RichardsCRD 5451385 · Madison, WI
  IA RegisteredRegistration inactive
• Brady Harker RirieCRD 5747247 · South Jordan, UT
  IA RegisteredRegistration inactive
• Peter James RowleyCRD 4679333 · Warrington, PA
  IA RegisteredRegistration inactive
• Geoffrey Clarke ReevesCRD 4102800 · South Jordan, UT
  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.