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| Wealthspire Advisors LLC
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|---|---|
| CRD # | 106181 |
| SEC # | 801-49390 |
| CIK # | 0001646247 |
| AUM | 34.32 B (2026-04-30) |
| Employees | 397 (55% Investors, 0% Brokers) |
| Phone | 212-973-1200 |
| Address | 521 Fifth Avenue New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Aon Corp | 0.3 | ||
| Apple Inc | 0.1 | ||
| CME Group Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sontag Special Opportunities Fund | 2012-04-03 | 0.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,183 | 1.6 |
| (b) Individuals (high net worth individuals) | 5,553 | 31.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 0.2 |
| (h) Charitable organizations | 94 | 0.6 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 73 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 9,973 | 34.3 |
| By Discretionary | ||
| Discretionary | 9,265 | 33.0 |
| Non-Discretionary | 708 | 1.3 |
| Total | 9,973 | 34.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 34.2 | |
| Total | 9,973 | 34.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001646247] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Clients | 400 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hotchkis and Wiley Capital Management LLC
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|
CA | 36.93 B |
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55I LLC
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Scout Investments Inc
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MO | 36.57 B |
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Eagle Capital Management LLC
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Virtus Fixed Income Advisers LLC
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CT | 34.91 B |
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Harding Loevner LP
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Knights of Columbus Asset Advisors LLC
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CT | 30.51 B |
|
Fuller & Thaler Asset Management Inc
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CA | 30.25 B |
|
Epoch Investment Partners Inc
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|
NY | 29.73 B |
|
Diamond Hill Capital Management Inc
✚
|
OH | 29.38 B |