WEALTHSPIRE ADVISORS, L.P.

WEALTHSPIRE ADVISORS
POTOMAC, Maryland·4 registered advisors·CRD# 168095
SEC# 801-781799888-303-2357
01

Firm Overview

AUM
$4.6B
Regulatory assets under management
Employees
76
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTHSPIRE ADVISORS, L.P.

4 registered advisors
Brion Scott Collins
MADISON, Wisconsin
CFP
Bruce Robert Laning
MADISON, Wisconsin
Kelly Lynn Baumbach
MADISON, Wisconsin
CFP
William Brian Schwartz
ROCKVILLE, Maryland
05

Office Locations

MADISON, Wisconsin
3 advisors
ROCKVILLE, Maryland
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WEALTHSPIRE ADVISORS, L.P. (CRD# 168095) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.