Wealthspire Advisors is an investment advisor in Potomac with $4.59 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Bronfman E.l. Rothschild, L.P.
SEC CIK
IRS number
391908691
SEC advisor number
801-20857
FINRA CRD number
110666
AUM ?
$2.82 bn
(as of 22 Mar 24)
Accounts
944
(as of 22 Mar 24)
Employees
45
(21 investment advisory or research)
Address
Wealthspire Advisors
12435 PARK POTOMAC AVENUE
SUITE 500
POTOMAC
MD 20854
12435 PARK POTOMAC AVENUE
SUITE 500
POTOMAC
MD 20854
Phone
866-498-6433
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
13 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
8 Aug 18