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
5
Clients
26
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $518.1M | $343.6M | $174.5M | 5 | 1 |
| Mar 2024 | $518.1M | $343.6M | $174.5M | 5 | 1 |
| Oct 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Aug 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Jul 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Jul 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Apr 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Mar 2023 | $877.6M | $434.2M | $443.4M | 10 | 1 |
| Nov 2022 | $962.6M | $436.2M | $526.5M | 11 | 2 |
| Jul 2022 | $962.6M | $436.2M | $526.5M | 11 | 2 |
| Mar 2022 | $962.6M | $436.2M | $526.5M | 11 | 2 |
| Mar 2022 | $962.6M | $436.2M | $526.5M | 11 | 2 |
| Mar 2021 | $826.2M | $323.5M | $502.7M | 12 | 1 |
| Mar 2021 | $826.2M | $323.5M | $502.7M | 12 | 1 |
| Jun 2020 | $763.2M | $232.8M | $530.4M | 11 | 2 |
| Jun 2020 | $763.2M | $232.8M | $530.4M | 11 | 2 |
| Jun 2020 | $763.2M | $232.8M | $530.4M | 11 | 2 |
| Mar 2020 | $763.2M | $232.8M | $530.4M | 11 | 2 |
| Mar 2019 | $602.9M | $186.8M | $416.1M | 10 | 4 |
| Mar 2018 | $648.3M | $193M | $455.4M | 7 | 0 |
| Mar 2017 | $563.3M | $158.5M | $404.7M | 7 | 300 |
| Nov 2016 | $458.5M | $132.6M | $325.9M | 7 | 200 |
| Apr 2016 | $458.5M | $132.6M | $325.9M | 7 | 200 |
| Mar 2016 | $458.5M | $132.6M | $325.9M | 7 | 200 |
| Mar 2015 | $468.3M | $99M | $369.3M | 7 | 200 |
| Mar 2014 | $426M | $12.5M | $413.5M | 7 | 200 |
| Mar 2013 | $357M | $1.4M | $355.5M | 7 | 200 |
| Mar 2012 | $310.4M | $1.2M | $309.2M | 6 | 200 |
| Jun 2011 | $293.9M | $1.2M | $292.7M | 10 | -- |
| Apr 2011 | $293.9M | $1.2M | $292.7M | 10 | -- |
| Mar 2010 | $224.8M | $1.8M | $223.1M | 10 | -- |
| Mar 2007 | $201.6M | $3.9M | $197.7M | 10 | -- |
| Mar 2002 | $169.6M | $0 | $169.6M | -- | -- |
| Sep 2001 | $45.2M | $3.9M | $41.3M | 10 | -- |
DateApr 2024
Total AUM$518.1M
Discretionary$343.6M
Non-Disc.$174.5M
Employees5
Clients1
DateMar 2024
Total AUM$518.1M
Discretionary$343.6M
Non-Disc.$174.5M
Employees5
Clients1
DateOct 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateAug 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateJul 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateJul 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateApr 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateMar 2023
Total AUM$877.6M
Discretionary$434.2M
Non-Disc.$443.4M
Employees10
Clients1
DateNov 2022
Total AUM$962.6M
Discretionary$436.2M
Non-Disc.$526.5M
Employees11
Clients2
DateJul 2022
Total AUM$962.6M
Discretionary$436.2M
Non-Disc.$526.5M
Employees11
Clients2
DateMar 2022
Total AUM$962.6M
Discretionary$436.2M
Non-Disc.$526.5M
Employees11
Clients2
DateMar 2022
Total AUM$962.6M
Discretionary$436.2M
Non-Disc.$526.5M
Employees11
Clients2
DateMar 2021
Total AUM$826.2M
Discretionary$323.5M
Non-Disc.$502.7M
Employees12
Clients1
DateMar 2021
Total AUM$826.2M
Discretionary$323.5M
Non-Disc.$502.7M
Employees12
Clients1
DateJun 2020
Total AUM$763.2M
Discretionary$232.8M
Non-Disc.$530.4M
Employees11
Clients2
DateJun 2020
Total AUM$763.2M
Discretionary$232.8M
Non-Disc.$530.4M
Employees11
Clients2
DateJun 2020
Total AUM$763.2M
Discretionary$232.8M
Non-Disc.$530.4M
Employees11
Clients2
DateMar 2020
Total AUM$763.2M
Discretionary$232.8M
Non-Disc.$530.4M
Employees11
Clients2
DateMar 2019
Total AUM$602.9M
Discretionary$186.8M
Non-Disc.$416.1M
Employees10
Clients4
DateMar 2018
Total AUM$648.3M
Discretionary$193M
Non-Disc.$455.4M
Employees7
Clients0
DateMar 2017
Total AUM$563.3M
Discretionary$158.5M
Non-Disc.$404.7M
Employees7
Clients300
DateNov 2016
Total AUM$458.5M
Discretionary$132.6M
Non-Disc.$325.9M
Employees7
Clients200
DateApr 2016
Total AUM$458.5M
Discretionary$132.6M
Non-Disc.$325.9M
Employees7
Clients200
DateMar 2016
Total AUM$458.5M
Discretionary$132.6M
Non-Disc.$325.9M
Employees7
Clients200
DateMar 2015
Total AUM$468.3M
Discretionary$99M
Non-Disc.$369.3M
Employees7
Clients200
DateMar 2014
Total AUM$426M
Discretionary$12.5M
Non-Disc.$413.5M
Employees7
Clients200
DateMar 2013
Total AUM$357M
Discretionary$1.4M
Non-Disc.$355.5M
Employees7
Clients200
DateMar 2012
Total AUM$310.4M
Discretionary$1.2M
Non-Disc.$309.2M
Employees6
Clients200
DateJun 2011
Total AUM$293.9M
Discretionary$1.2M
Non-Disc.$292.7M
Employees10
Clients--
DateApr 2011
Total AUM$293.9M
Discretionary$1.2M
Non-Disc.$292.7M
Employees10
Clients--
DateMar 2010
Total AUM$224.8M
Discretionary$1.8M
Non-Disc.$223.1M
Employees10
Clients--
DateMar 2007
Total AUM$201.6M
Discretionary$3.9M
Non-Disc.$197.7M
Employees10
Clients--
DateMar 2002
Total AUM$169.6M
Discretionary$0
Non-Disc.$169.6M
Employees--
Clients--
DateSep 2001
Total AUM$45.2M
Discretionary$3.9M
Non-Disc.$41.3M
Employees10
Clients--