Wealthspire Advisors

EST. AUM
$34,322,977,688

CONTACTS
43

CLIENT ACCOUNTS
9,973

Firm Details

Metro area New York City
CRD Number 106181
Website wealthspire.com
Client types

Overview

Wealthspire is a $27.4B RIA after the acquisitions of Sontag Advisory and Rothschild. They have locations in NYC and Washington DC. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, the team thrives on solving for the complexities of their clients' financial lives. They are acquiring Lenox Wealth in New York City. Mike Moriarty, formerly of Sontag, is somebody to reach out to as well. Wealthspire is exploding; they are tracking towards $20 billion. Wealthspire acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealthspire Advisors

Platform Details

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