WEALTHSPIRE ADVISORS, L.P.

WEALTHSPIRE ADVISORS
POTOMAC, Maryland·6 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
6
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.

6 registered advisors
Almog Geva
ROCKVILLE, Maryland
Brion Scott Collins
MADISON, Wisconsin
Bruce Robert Laning
MADISON, Wisconsin
Kelly Lynn Baumbach
MADISON, Wisconsin
William Brian Schwartz
ROCKVILLE, Maryland
Yaacov Shulem Fisher
ROCKVILLE, Maryland
05

Office Locations

MADISON, Wisconsin
3 advisors
ROCKVILLE, Maryland
3 advisors

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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.