Wealthspire Retirement Advisory

CRD 121254 · Aliso Viejo, CA · $38.6B AUM

RIA

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 3 of 3

Deshon Patrick RobinsonCRD 6154138 · Atlanta, GA

IA RegisteredRegistration inactive
Peter J SchmitzCRD 4860514 · Plymouth, MN

IA RegisteredRegistration inactive
Jason Michael SchmudlachCRD 6002810 · Appleton, WI

IA RegisteredRegistration inactive
Jill Barry SheaCRD 2312352 · Aliso Viejo, CA

IA RegisteredRegistration inactive
Anne M SmertenkoCRD 4362106 · Kailua-Kona, HI

IA Registered
Brandon Keith SprolesCRD 4055034 · Atlanta, GA

IA Registered
William StreetCRD 7411171 · South Jordan, UT

IA Registered
Brian Craig SametCRD 5465089 · Bethesda, MD

IA Registered

Disclosure event(s) on record
Scott Thomas SledjeskiCRD 7575970 · Bethesda, MD

IA Registered
Thomas SmithCRD 8090183 · South Jordan, UT

IA RegisteredRegistration inactive
Vardell Jonte SmithCRD 7334085 · Bethesda, MD

IA Registered
Randy Wayne TaylorCRD 7334539 · South Jordan, UT

IA RegisteredBroker
Robert TedescoCRD 4404021 · Oyster Bay, NY

IA Registered
Orlando Jose TorresCRD 5035624 · Aliso Viejo, CA

IA RegisteredBroker
Joshua Jacob TimmermanCRD 5730637 · Bethesda, MD

IA RegisteredRegistration inactive
Nicholas Kent WalkerCRD 6333008 · Charlotte, NC

IA RegisteredBroker
George Mason WilliamsCRD 2349979 · Norwell, MA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Steven Joseph WhitmanCRD 2224319 · West Hartford, CT

IA RegisteredRegistration inactive
Durene Lenis WilhelmiCRD 7391593 · Salisbury, MD

IA Registered
Ryan Andrew ZelaskiCRD 5499086 · Stephens City, VA

IA Registered
Brian Michael ZitoCRD 4779305 · Charlotte, NC

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.

SEC IAPD record for firm CRD 121254 ↗ FINRA BrokerCheck record for firm CRD 121254 ↗ 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.