WEALTHSPIRE RETIREMENT, LLC
Legal name: WEALTHSPIRE RETIREMENT ADVISORY
CRD #121254 SEC #801-66107 ALISO VIEJO, CA 949.460.9898
SEC Registered
Total AUM
$118B
Discretionary
$29B
Employees
240
Clients
--
Accounts
9,394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Nov 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Nov 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Apr 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Mar 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Mar 2025 | $118B | $29B | $89.1B | 240 | 20 |
| Jun 2024 | $96.5B | $19.5B | $76.9B | 219 | 30 |
| May 2024 | $96.5B | $19.5B | $76.9B | 219 | 30 |
| May 2024 | $96.5B | $19.5B | $76.9B | 219 | 30 |
| Mar 2024 | $96.5B | $19.5B | $76.9B | 219 | 30 |
| Nov 2023 | $75B | $12.9B | $62.1B | 205 | 0 |
| Sep 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Sep 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Aug 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Jul 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Jul 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Jun 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| May 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| May 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Mar 2023 | $75B | $12.9B | $62.1B | 251 | 0 |
| Mar 2023 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Jan 2023 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Aug 2022 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Aug 2022 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Jul 2022 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Mar 2022 | $78.7B | $11.5B | $67.2B | 217 | 0 |
| Jan 2022 | $69.3B | $10.1B | $59.1B | 151 | 0 |
| Sep 2021 | $69.3B | $10.1B | $59.1B | 151 | 0 |
| Aug 2021 | $69.3B | $10.1B | $59.1B | 151 | 0 |
| Mar 2021 | $69.3B | $10.1B | $59.1B | 151 | 0 |
| Mar 2021 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Jan 2021 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Dec 2020 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Sep 2020 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Aug 2020 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Jun 2020 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Mar 2020 | $59.2B | $6.5B | $52.7B | 191 | 0 |
| Jun 2019 | $56.7B | $5.9B | $50.9B | 162 | 0 |
| Jun 2019 | $56.7B | $5.9B | $50.9B | 162 | 0 |
| Mar 2019 | $56.7B | $5.9B | $50.9B | 162 | 0 |
| Dec 2018 | $49.1B | $4.1B | $45B | 162 | 0 |
| Mar 2018 | $47.5B | $2.6B | $44.9B | 162 | 0 |
| Mar 2018 | $47.5B | $2.6B | $44.9B | 162 | 0 |
| Feb 2018 | $47.5B | $2.6B | $44.9B | 162 | 0 |
| Oct 2017 | $40.3B | $1.2B | $39B | 135 | 0 |
| Mar 2017 | $42.7B | $1.3B | $41.4B | 135 | 700 |
| Nov 2016 | $34.9B | $1.5B | $33.4B | 115 | 600 |
| Sep 2016 | $34.9B | $1.5B | $33.4B | 115 | 600 |
| Jul 2016 | $34.9B | $1.5B | $33.4B | 115 | 600 |
| Jul 2016 | $34.9B | $1.5B | $33.4B | 115 | 600 |
| May 2016 | $34.9B | $1.5B | $33.4B | 105 | 600 |
| Mar 2016 | $34.9B | $1.5B | $33.4B | 105 | 600 |
| Feb 2016 | $27.6B | $3.3B | $24.3B | 105 | 300 |
| Oct 2015 | $27.6B | $3.3B | $24.3B | 105 | 300 |
| Sep 2015 | $27.6B | $3.3B | $24.3B | 115 | 300 |
| Mar 2015 | $27.6B | $3.3B | $24.3B | 75 | 300 |
| Dec 2014 | $31.6B | $555M | $31B | 75 | 300 |
| Sep 2014 | $31.6B | $555M | $31B | 75 | 300 |
| Aug 2014 | $28.5B | $555M | $28B | 75 | 300 |
| Jul 2014 | $28.5B | $555M | $28B | 75 | 300 |
| Mar 2014 | $28.5B | $555M | $28B | 75 | 300 |
| Jun 2013 | $16.7B | $1.1B | $15.6B | 67 | 200 |
| May 2013 | $16.7B | $1.1B | $15.6B | 56 | 200 |
| Mar 2013 | $16.7B | $1.1B | $15.6B | 56 | 200 |
| Apr 2012 | $12.9B | $997.2M | $11.9B | 11 | 200 |
| Mar 2012 | $12.9B | $997.2M | $11.9B | 11 | 200 |
| Aug 2011 | $6.2B | $120.2M | $6.1B | -- | -- |
| Aug 2011 | $6.2B | $120.2M | $6.1B | -- | -- |
| Jul 2011 | $6.2B | $120.2M | $6.1B | -- | -- |
| Jun 2011 | $6.2B | $120.2M | $6.1B | -- | -- |
| Mar 2011 | $6.2B | $120.2M | $6.1B | -- | -- |
| Mar 2010 | $5.6M | $5.6M | $0 | -- | -- |
| Jan 2006 | $0 | $0 | $0 | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateNov 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateNov 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateApr 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateMar 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateMar 2025
Total AUM$118B
Discretionary$29B
Non-Disc.$89.1B
Employees240
Clients20
DateJun 2024
Total AUM$96.5B
Discretionary$19.5B
Non-Disc.$76.9B
Employees219
Clients30
DateMay 2024
Total AUM$96.5B
Discretionary$19.5B
Non-Disc.$76.9B
Employees219
Clients30
DateMay 2024
Total AUM$96.5B
Discretionary$19.5B
Non-Disc.$76.9B
Employees219
Clients30
DateMar 2024
Total AUM$96.5B
Discretionary$19.5B
Non-Disc.$76.9B
Employees219
Clients30
DateNov 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees205
Clients0
DateSep 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateSep 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateAug 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateJul 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateJul 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateJun 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateMay 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateMay 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateMar 2023
Total AUM$75B
Discretionary$12.9B
Non-Disc.$62.1B
Employees251
Clients0
DateMar 2023
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateJan 2023
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateAug 2022
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateAug 2022
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateJul 2022
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateMar 2022
Total AUM$78.7B
Discretionary$11.5B
Non-Disc.$67.2B
Employees217
Clients0
DateJan 2022
Total AUM$69.3B
Discretionary$10.1B
Non-Disc.$59.1B
Employees151
Clients0
DateSep 2021
Total AUM$69.3B
Discretionary$10.1B
Non-Disc.$59.1B
Employees151
Clients0
DateAug 2021
Total AUM$69.3B
Discretionary$10.1B
Non-Disc.$59.1B
Employees151
Clients0
DateMar 2021
Total AUM$69.3B
Discretionary$10.1B
Non-Disc.$59.1B
Employees151
Clients0
DateMar 2021
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateJan 2021
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateDec 2020
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateSep 2020
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateAug 2020
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateJun 2020
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateMar 2020
Total AUM$59.2B
Discretionary$6.5B
Non-Disc.$52.7B
Employees191
Clients0
DateJun 2019
Total AUM$56.7B
Discretionary$5.9B
Non-Disc.$50.9B
Employees162
Clients0
DateJun 2019
Total AUM$56.7B
Discretionary$5.9B
Non-Disc.$50.9B
Employees162
Clients0
DateMar 2019
Total AUM$56.7B
Discretionary$5.9B
Non-Disc.$50.9B
Employees162
Clients0
DateDec 2018
Total AUM$49.1B
Discretionary$4.1B
Non-Disc.$45B
Employees162
Clients0
DateMar 2018
Total AUM$47.5B
Discretionary$2.6B
Non-Disc.$44.9B
Employees162
Clients0
DateMar 2018
Total AUM$47.5B
Discretionary$2.6B
Non-Disc.$44.9B
Employees162
Clients0
DateFeb 2018
Total AUM$47.5B
Discretionary$2.6B
Non-Disc.$44.9B
Employees162
Clients0
DateOct 2017
Total AUM$40.3B
Discretionary$1.2B
Non-Disc.$39B
Employees135
Clients0
DateMar 2017
Total AUM$42.7B
Discretionary$1.3B
Non-Disc.$41.4B
Employees135
Clients700
DateNov 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees115
Clients600
DateSep 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees115
Clients600
DateJul 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees115
Clients600
DateJul 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees115
Clients600
DateMay 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees105
Clients600
DateMar 2016
Total AUM$34.9B
Discretionary$1.5B
Non-Disc.$33.4B
Employees105
Clients600
DateFeb 2016
Total AUM$27.6B
Discretionary$3.3B
Non-Disc.$24.3B
Employees105
Clients300
DateOct 2015
Total AUM$27.6B
Discretionary$3.3B
Non-Disc.$24.3B
Employees105
Clients300
DateSep 2015
Total AUM$27.6B
Discretionary$3.3B
Non-Disc.$24.3B
Employees115
Clients300
DateMar 2015
Total AUM$27.6B
Discretionary$3.3B
Non-Disc.$24.3B
Employees75
Clients300
DateDec 2014
Total AUM$31.6B
Discretionary$555M
Non-Disc.$31B
Employees75
Clients300
DateSep 2014
Total AUM$31.6B
Discretionary$555M
Non-Disc.$31B
Employees75
Clients300
DateAug 2014
Total AUM$28.5B
Discretionary$555M
Non-Disc.$28B
Employees75
Clients300
DateJul 2014
Total AUM$28.5B
Discretionary$555M
Non-Disc.$28B
Employees75
Clients300
DateMar 2014
Total AUM$28.5B
Discretionary$555M
Non-Disc.$28B
Employees75
Clients300
DateJun 2013
Total AUM$16.7B
Discretionary$1.1B
Non-Disc.$15.6B
Employees67
Clients200
DateMay 2013
Total AUM$16.7B
Discretionary$1.1B
Non-Disc.$15.6B
Employees56
Clients200
DateMar 2013
Total AUM$16.7B
Discretionary$1.1B
Non-Disc.$15.6B
Employees56
Clients200
DateApr 2012
Total AUM$12.9B
Discretionary$997.2M
Non-Disc.$11.9B
Employees11
Clients200
DateMar 2012
Total AUM$12.9B
Discretionary$997.2M
Non-Disc.$11.9B
Employees11
Clients200
DateAug 2011
Total AUM$6.2B
Discretionary$120.2M
Non-Disc.$6.1B
Employees--
Clients--
DateAug 2011
Total AUM$6.2B
Discretionary$120.2M
Non-Disc.$6.1B
Employees--
Clients--
DateJul 2011
Total AUM$6.2B
Discretionary$120.2M
Non-Disc.$6.1B
Employees--
Clients--
DateJun 2011
Total AUM$6.2B
Discretionary$120.2M
Non-Disc.$6.1B
Employees--
Clients--
DateMar 2011
Total AUM$6.2B
Discretionary$120.2M
Non-Disc.$6.1B
Employees--
Clients--
DateMar 2010
Total AUM$5.6M
Discretionary$5.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--