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WEALTHSPIRE ADVISORS

SAN RAFAEL, CA · CRD 110666 · IAPD ↗ · wealthspire.com · 415-526-2900

$2.82BRegulatory AUM
21Advisory reps
45Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2024 — WEALTHSPIRE ADVISORS (SAN RAFAEL, CA) left the SEC roster (was $2.82B RAUM, 21 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

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