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WEALTHSPIRE ADVISORS

MIDLOTHIAN, VA · CRD 106259 · IAPD ↗ · 804-323-1886

$518.1MRegulatory AUM
4Advisory reps
5Employees
1Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — WEALTHSPIRE ADVISORS (MIDLOTHIAN, VA) left the SEC roster (was $518.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2024 — WEALTHSPIRE ADVISORS reported RAUM down 41% ($877.6M -> $518.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — WEALTHSPIRE ADVISORS shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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