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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthspire Advisors LLC
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|---|---|
| CRD # | 106181 |
| SEC # | 801-49390 |
| CIK # | 0001646247 |
| AUM | $25.8 B (2025-05-12) |
| Employees | 335 (55% Investors, 0% Brokers) |
| Phone | 212-973-1200 |
| Address | 521 Fifth Avenue New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001646247 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sontag Special Opportunities Fund | 2012-04-03 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,157 | 2.0 |
| (b) Individuals (high net worth individuals) | 4,425 | 22.9 |
| (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 | 40 | 0.0 |
| (h) Charitable organizations | 78 | 0.5 |
| (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 | 59 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 8,760 | 25.8 |
| By Discretionary | ||
| Discretionary | 8,243 | 25.2 |
| Non-Discretionary | 517 | 0.6 |
| Total | 8,760 | 25.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 25.7 | |
| Total | 8,760 | 25.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001646247] |
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