Wealthspire Advisors LP
- Assets, Funds, Holdings
| Wealthspire Advisors LP
|
| CRD # | 168095 |
| SEC # | 801-78179 |
| CIK # | 0001646247, 0001666612 |
| AUM |
|
| Employees |
76 (71% Investors, 28% Brokers)
|
| Phone | 888-303-2357 |
| Address | 12435 Park Potomac Avenue
Potomac, MD 20854 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,146
|
0.5 |
| (b) Individuals (high net worth individuals) |
816
|
3.5 |
| (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 |
146 |
0.2 |
| (h) Charitable organizations |
193 |
0.2 |
| (i) State or municipal government entities |
0 |
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 |
65 |
0.2 |
| (n) Other |
0 |
0.0 |
| Total |
2,366 |
4.6 |
| By Discretionary |
| Discretionary |
2,178 |
4.3 |
| Non-Discretionary |
188 |
0.2 |
| Total |
2,366 |
4.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
4.6 |
| Total |
2,366 |
4.6 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.8B |
| Serves | Institutional, Retail |
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