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WEALTHSPIRE ADVISORS

NEW YORK, NY · CRD 106181 · IAPD ↗ · (212) 973-1200

$34.32BRegulatory AUM
220Advisory reps
397Employees
400Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — WEALTHSPIRE ADVISORS added office(s): 22 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
May 2026 — WEALTHSPIRE ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
May 2026 — WEALTHSPIRE ADVISORS grew from 195 to 220 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2026 — WEALTHSPIRE ADVISORS grew from 185 to 195 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — WEALTHSPIRE ADVISORS added office(s): 21 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — WEALTHSPIRE ADVISORS grew from 160 to 185 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — WEALTHSPIRE ADVISORS added office(s): 18 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
October 2024 — WEALTHSPIRE ADVISORS grew from 140 to 160 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — WEALTHSPIRE ADVISORS grew from 135 to 140 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.