Wealthspire Advisors LLC

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Assets, Funds, Holdings

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Wealthspire Advisors LLC
CRD #106181
SEC #801-49390
CIK #0001646247
AUM $18.9 BB (2024-03-27)
Employees 259 (54% Investors, 0% Brokers)
Phone212-973-1200
Address521 Fifth Avenue
New York, NY 10175
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
2016128402001200920172025
CIK Period
0001646247
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Aon Corp 56.4 0.1
Apple Inc 2,382.8 0.1
Microsoft Corp 1,918.2 0.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Sontag Special Opportunities Fund 2012-04-03 0.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 3,718 1.4
(b) Individuals (high net worth individuals) 3,316 16.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 0.0
(h) Charitable organizations 58 0.3
(i) State or municipal government entities 1 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 54 0.3
(n) Other 0 0.0
Total 7,156 18.9
By Discretionary
Discretionary 6,799 18.5
Non-Discretionary 357 0.3
Total 7,156 18.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 18.9
Total 7,156 18.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001646247]
Comparable Firms State AUM ($BB)
Colchester Global Investors Ltd
21.9
Brookfield Public Securities Group LLC
NY 21.7
ArrowMark Colorado Holdings LLC
CO 21.6
1919 Investment Counsel LLC
MD 21.3
Fuller & Thaler Asset Management Inc
CA 20.4
Wellington Management Japan PTE Ltd
18.1
Fred Alger Management LLC
NY 17.6
55I LLC
MA 17.5
Longfellow Investment Management Co LLC
MA 17.0
Yacktman Asset Management LP
TX 16.2
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