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WEALTHSPIRE ADVISORS

MELVILLE, NY · CRD 147592 · IAPD ↗ · 631-227-3900

$4.36BRegulatory AUM
21Advisory reps
46Employees
7Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — WEALTHSPIRE ADVISORS (MELVILLE, NY) left the SEC roster (was $4.36B 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
47
April 2025 — WEALTHSPIRE ADVISORS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2025 — WEALTHSPIRE ADVISORS grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
July 2024 — GM ADVISORY GROUP, LLC is now doing business as WEALTHSPIRE ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
April 2024 — GM ADVISORY GROUP, LLC grew from 9 to 14 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.