Dakota
Dakota
Book a Demo
Talk to an Expert

Wealthspire Advisors - Madison, WI

EST. AUM
$500,000,000

CONTACTS
10

CLIENT ACCOUNTS

Firm Details

Metro area Madison
CRD Number
Website wealthspire.com
Client types

Overview

The office is located on the northeast side of Madison, conveniently situated at the corner of US 151 and Interstate 39/90. Originally founded as Virchow Krause Wealth Management, the Madison team includes three wealth advisors, two advisor associates, and two client associates, all working together to ensure a high level and well-rounded service model. The office also includes a large portion of the Wealthspire Operations staff and a local team of NFP Retirement Advisors, further diversifying the local talent. As a team, they work as fiduciaries with the client’s best interest in mind to thoughtfully construct unique solutions to exceed expectations. They value integrity, transparency, and accuracy, and their mission is to lead the way in helping their clients feel comfortable and confident achieving their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy