GM ADVISORY GROUP, LLC
Legal name: WEALTHSPIRE ADVISORS
CRD #147592 SEC #801-69418 MELVILLE, NY 631-227-3900
SEC Registered
Total AUM
$3.7B
Discretionary
$2.7B
Employees
46
Clients
--
Accounts
743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.7B | $2.7B | $987.7M | 46 | 7 |
| May 2025 | $3.7B | $2.7B | $987.7M | 46 | 7 |
| Mar 2025 | $3.7B | $2.7B | $987.7M | 46 | 7 |
| Jun 2024 | $3B | $2.1B | $986.7M | 42 | 7 |
| Apr 2024 | $3B | $2.1B | $986.7M | 42 | 7 |
| Mar 2024 | $3B | $2.1B | $986.7M | 42 | 7 |
| Dec 2023 | $2.5B | $1.6B | $870.9M | 49 | 6 |
| Jul 2023 | $2.5B | $1.6B | $870.9M | 49 | 6 |
| Mar 2023 | $2.5B | $1.6B | $870.9M | 49 | 6 |
| Mar 2022 | $3.1B | $1.7B | $1.4B | 45 | 7 |
| Apr 2021 | $2.8B | $1.2B | $1.6B | 42 | 9 |
| Apr 2021 | $2.8B | $1.2B | $1.6B | 42 | 9 |
| Mar 2021 | $2.8B | $1.2B | $1.6B | 42 | 9 |
| Oct 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Sep 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Sep 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Sep 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Jun 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| May 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Mar 2020 | $2.1B | $782.4M | $1.3B | 37 | 5 |
| Mar 2019 | $1.4B | $695.4M | $720.1M | 23 | 3 |
| Mar 2018 | $821.3M | $733.8M | $87.5M | 25 | 5 |
| Apr 2017 | $686.7M | $623.4M | $63.4M | 25 | 400 |
| Mar 2017 | $686.7M | $623.4M | $63.4M | 25 | 400 |
| Jan 2017 | $592M | $590.5M | $1.6M | 22 | 286 |
| Dec 2016 | $592M | $590.5M | $1.6M | 22 | 286 |
| Mar 2016 | $592M | $590.5M | $1.6M | 22 | 286 |
| Mar 2015 | $574.3M | $572.6M | $1.6M | 19 | 300 |
| Mar 2014 | $547.5M | $544.6M | $2.9M | 18 | 300 |
| Mar 2014 | $499.8M | $496.9M | $2.9M | 18 | 300 |
| Mar 2013 | $388.6M | $385.9M | $2.7M | 18 | 300 |
| Oct 2012 | $413.6M | $411.1M | $2.5M | 11 | 300 |
| Apr 2012 | $413.6M | $411.1M | $2.5M | 11 | 300 |
| Jun 2011 | $387.7M | $385.3M | $2.4M | -- | -- |
| Mar 2011 | $387.7M | $385.3M | $2.4M | -- | -- |
DateNov 2025
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$987.7M
Employees46
Clients7
DateMay 2025
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$987.7M
Employees46
Clients7
DateMar 2025
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$987.7M
Employees46
Clients7
DateJun 2024
Total AUM$3B
Discretionary$2.1B
Non-Disc.$986.7M
Employees42
Clients7
DateApr 2024
Total AUM$3B
Discretionary$2.1B
Non-Disc.$986.7M
Employees42
Clients7
DateMar 2024
Total AUM$3B
Discretionary$2.1B
Non-Disc.$986.7M
Employees42
Clients7
DateDec 2023
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$870.9M
Employees49
Clients6
DateJul 2023
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$870.9M
Employees49
Clients6
DateMar 2023
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$870.9M
Employees49
Clients6
DateMar 2022
Total AUM$3.1B
Discretionary$1.7B
Non-Disc.$1.4B
Employees45
Clients7
DateApr 2021
Total AUM$2.8B
Discretionary$1.2B
Non-Disc.$1.6B
Employees42
Clients9
DateApr 2021
Total AUM$2.8B
Discretionary$1.2B
Non-Disc.$1.6B
Employees42
Clients9
DateMar 2021
Total AUM$2.8B
Discretionary$1.2B
Non-Disc.$1.6B
Employees42
Clients9
DateOct 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateSep 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateSep 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateSep 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateJun 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateMay 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateMar 2020
Total AUM$2.1B
Discretionary$782.4M
Non-Disc.$1.3B
Employees37
Clients5
DateMar 2019
Total AUM$1.4B
Discretionary$695.4M
Non-Disc.$720.1M
Employees23
Clients3
DateMar 2018
Total AUM$821.3M
Discretionary$733.8M
Non-Disc.$87.5M
Employees25
Clients5
DateApr 2017
Total AUM$686.7M
Discretionary$623.4M
Non-Disc.$63.4M
Employees25
Clients400
DateMar 2017
Total AUM$686.7M
Discretionary$623.4M
Non-Disc.$63.4M
Employees25
Clients400
DateJan 2017
Total AUM$592M
Discretionary$590.5M
Non-Disc.$1.6M
Employees22
Clients286
DateDec 2016
Total AUM$592M
Discretionary$590.5M
Non-Disc.$1.6M
Employees22
Clients286
DateMar 2016
Total AUM$592M
Discretionary$590.5M
Non-Disc.$1.6M
Employees22
Clients286
DateMar 2015
Total AUM$574.3M
Discretionary$572.6M
Non-Disc.$1.6M
Employees19
Clients300
DateMar 2014
Total AUM$547.5M
Discretionary$544.6M
Non-Disc.$2.9M
Employees18
Clients300
DateMar 2014
Total AUM$499.8M
Discretionary$496.9M
Non-Disc.$2.9M
Employees18
Clients300
DateMar 2013
Total AUM$388.6M
Discretionary$385.9M
Non-Disc.$2.7M
Employees18
Clients300
DateOct 2012
Total AUM$413.6M
Discretionary$411.1M
Non-Disc.$2.5M
Employees11
Clients300
DateApr 2012
Total AUM$413.6M
Discretionary$411.1M
Non-Disc.$2.5M
Employees11
Clients300
DateJun 2011
Total AUM$387.7M
Discretionary$385.3M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2011
Total AUM$387.7M
Discretionary$385.3M
Non-Disc.$2.4M
Employees--
Clients--