ACG ADVISORY SERVICES, LLC

Legal name: WEALTHSPIRE ADVISORS

CRD #106259 SEC #801-39127 MIDLOTHIAN, VA 804-323-1886

SEC Registered

Total AUM

$518.1M

Discretionary

$343.6M

Employees

Clients

Accounts

369

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 29, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEL PRIORE, MICHAEL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEL PRIORE, MICHAEL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEL PRIORE, MICHAEL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
DEL PRIORE, MICHAEL, J	I	SVP, LEGAL & COMPLIANCE	NA	Control
DEL PRIORE, MICHAEL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRIEDMAN, GREGORY, HUGH	I	CHIEF STRATEGY OFFICER	NA	Control
FRIEDMAN, GREGORY, HUGH	I	CHIEF STRATEGY OFFICER	NA	Control
FRIEDMAN, GREGORY, HUGH	I	CHIEF STRATEGY OFFICER	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	PRESIDENT	NA
WIGGINS, JOSEPH, SAUNDERS	I	PRESIDENT	NA
WIGGINS, JOSEPH, SAUNDERS	I	MANAGING DIRECTOR	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	MANAGING DIRECTOR	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	MANAGING DIRECTOR	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	NA	Control
WIGGINS, JOSEPH, SAUNDERS	I	MANAGING DIRECTOR	NA	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	E	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	E	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, SAUNDERS	I	CCO	E	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	D	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	D	Control
WIGGINS, JOSEPH, ARTHUR	I	PRINCIPAL	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, ARTHUR	I	CHAIRMAN	D	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control
WIGGINS, JOSEPH, SAUNDERS	I	CHIEF COMPLIANCE OFFICER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
AON, PLC	FE	RANDOLPH FINANCE UNLIMITED COMPANY	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	E	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	E	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	E	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	E	Control
RANDOLPH ACQUISITION CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
RANDOLPH FINANCE UNLIMITED COMPANY	FE	RANDOLPH ACQUISITION CORP.	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control

Registrations

Federal

Apr 29, 2024 REGISTERED

Notice Filings (13)

AL CA DC FL GA LA MD NC NY OK SC TX VA

Address

1640 HUGUENOT ROAD
MIDLOTHIAN, VA 23113
United States

Phone: 804-323-1886