|
⚲
|
| Keyboard |
| Wealthspire Retirement LLC
✚
|
|
|---|---|
| CRD # | 121254 |
| SEC # | 801-66107 |
| CIK # | 0002040084 |
| AUM | 38.61 B (2026-03-31) |
| Employees | 244 (57% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-460-9898 |
| Address | 120 Vantis Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,369 | 0.8 |
| (b) Individuals (high net worth individuals) | 768 | 1.7 |
| (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 | 1,395 | 36.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,532 | 38.6 |
| By Discretionary | ||
| Discretionary | 7,532 | 38.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,532 | 38.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 38.6 | |
| Total | 7,532 | 38.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040084] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brandes Investment Partners LP
✚
|
CA | 40.65 B |
|
Calvert Research and Management
✚
|
DC | 40.26 B |
|
BMO Private Investment Counsel Inc
✚
|
40.18 B | |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 39.36 B |
|
Silchester International Investors LLP
✚
|
38.57 B | |
|
Voya Retirement Advisors LLC
✚
|
CT | 37.47 B |
|
ASB Capital Management LLC
✚
|
MD | 36.68 B |
|
Beutel Goodman & Company Ltd
✚
|
36.11 B | |
|
Clark Capital Management Group Inc
✚
|
PA | 35.69 B |
|
Government Portfolio Advisors LLC
✚
|
OR | 35.09 B |