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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BALAS, FRANCIS, R | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| Bernstein, Eric, Scott | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | NA | Control |
| CASTELLANO, CHRISTOPHER, D | I | DIRECTOR OF WEALTH STRATEGIES | 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 | 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 | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOSS, MICHAEL, EDMOND | I | DIRECTOR | NA | Control |
| HILZENRATH, ROBERT, JAY | I | DIRECTOR | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, ANN | I | SENIOR VICE PRESIDENT, MELVILLE OFFICE LEAD | NA | |
| IAMUNNO, MARGARET, ANN | I | SENIOR VICE PRESIDENT, MELVILLE OFFICE LEAD | NA | |
| IAMUNNO, MARGARET, ANN | I | SENIOR VICE PRESIDENT, MELVILLE OFFICE LEAD | NA | |
| IAMUNNO, MARGARET, ANN | I | SENIOR VICE PRESIDENT, MELVILLE OFFICE LEAD | NA | |
| 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 |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LAVRIGATA, FRANK, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | |
| LONG, BRAD, Leighton | I | CHIEF INVESTMENT OFFICER | 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 |
| 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 |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NELSON, CARL, EDWARD | I | PRESIDENT, WEALTHSPIRE, LP | 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 |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| Olson, Channing | I | CHIEF OPERATIONS 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 |
| 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 |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RANERI, STEPHEN, VINCENT | I | CHIEF INVESTMENT 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 |
| 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 |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT | 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 |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | E | Control |
| MARZANO, FRANK, PATRICK | I | MANAGING PRINCIPAL | 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 |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | 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 |
| 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 |
| 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 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 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 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 |
| RANDOLPH ACQUISITION CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| RANDOLPH ACQUISITION CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| RANDOLPH FINANCE UNLIMITED COMPANY | FE | RANDOLPH ACQUISITION 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 |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (18)
AZ CA CO CT DC DE FL GA IL MA NC NJ NY PA SC TX VA WA
Address
400 BROADHOLLOW ROADSUITE 301
MELVILLE, NY 11747
United States
Phone: 631-227-3900