Wealthspire Advisors, NY — Investment Adviser | BuildTrust

WEALTHSPIRE ADVISORS

Investment AdviceMELVILLE, NYActive

Assets Under Management

$3.7B

Total AUM

Donut chart: Discretionary 2.7B, Non-Discretionary 987.7M
Category	Value
Discretionary	2.7B
Non-Discretionary	987.7M

Adviser Information

Field	Value
CRD Number	147592
SEC Number	801-69418
Street Address	400 BROADHOLLOW ROAD
Street Address 2	SUITE 301
Location	MELVILLE, NY 11747
Country	United States
Phone	631-227-3900
Fax	631-227-3909
Total Employees	46

Client Count by Type (743 Total)

Horizontal bar chart: High Net Worth Individual… 403, Individuals (other than H… 292, Pension/Profit Sharing Pl… 30, Charitable Organizations 10, Corporations/Businesses 8
Category	Value
High Net Worth Individual…	403
Individuals (other than H…	292
Pension/Profit Sharing Pl…	30
Charitable Organizations	10
Corporations/Businesses	8