Home
›
Firms
›
WEALTHSPIRE ADVISORS LLC
WEALTHSPIRE ADVISORS LLC
WEALTHSPIRE ADVISORS
NEW YORK, New York
·
5 registered advisors
·
CRD# 106181
SEC# 801-49390
21
(212) 973-1200
01
Firm Overview
AUM
$21.7B
Regulatory assets under management
Employees
294
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTHSPIRE ADVISORS LLC
5 registered advisors
Craig Michael Fasano
NEW YORK, New York
CRD# 4799375
Donna Levy-Leroy
NEW YORK, New York
CRD# 1280765
Howard Vaughn Sontag
NEW YORK, New York
CRD# 1142659
Martha Simpson Staniford
NEW YORK, New York
CRD# 1565505
Michael Nicholas Delgass
NEW YORK, New York
CRD# 5003603
05
Office Locations
NEW YORK, New York
5 advisors
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 LLC (CRD# 106181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.