LENOX WEALTH ADVISORS, LLC
Legal name: WEALTHSPIRE ADVISORS
CRD #158380 SEC #801-72914 NEW YORK, NY 212-602-4500
SEC Registered Disclosures
Total AUM
$2.1B
Discretionary
$2.1B
Employees
30
Clients
251
Accounts
2,851
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $2.1B | $2.1B | $0 | 30 | 0 |
| Jan 2022 | $2.1B | $2.1B | $0 | 30 | 0 |
| Jul 2021 | $1.8B | $1.8B | $0 | 30 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 30 | 0 |
| Jun 2020 | $1.6B | $1.6B | $0 | 30 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 30 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 30 | 2,026 |
| May 2018 | $1.1B | $1.1B | $0 | 9 | 1,493 |
| Mar 2018 | $1.1B | $1.1B | $0 | 9 | 1,493 |
| Nov 2017 | $856.7M | $856.7M | $0 | 9 | 0 |
| Mar 2017 | $856.7M | $856.7M | $0 | 8 | 825 |
| Mar 2016 | $876.7M | $876.7M | $0 | 8 | 756 |
| Oct 2015 | $763M | $763M | $0 | 8 | 531 |
| Mar 2015 | $763M | $763M | $0 | 8 | 531 |
| Mar 2014 | $648.9M | $648.9M | $0 | 5 | 1,300 |
| Dec 2013 | $415M | $415M | $0 | 5 | 100 |
| Sep 2013 | $415M | $415M | $0 | 5 | 100 |
| Feb 2013 | $415M | $415M | $0 | 5 | 100 |
| Jun 2012 | $203M | $203M | $0 | -- | 0 |
| Apr 2012 | $72M | $72M | $0 | -- | 0 |
| Mar 2012 | $75M | $0 | $75M | -- | 11 |
| Nov 2011 | $0 | $0 | $0 | -- | 0 |
DateMay 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees30
Clients0
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees30
Clients0
DateJul 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees30
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees30
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients2,026
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients1,493
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients1,493
DateNov 2017
Total AUM$856.7M
Discretionary$856.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$856.7M
Discretionary$856.7M
Non-Disc.$0
Employees8
Clients825
DateMar 2016
Total AUM$876.7M
Discretionary$876.7M
Non-Disc.$0
Employees8
Clients756
DateOct 2015
Total AUM$763M
Discretionary$763M
Non-Disc.$0
Employees8
Clients531
DateMar 2015
Total AUM$763M
Discretionary$763M
Non-Disc.$0
Employees8
Clients531
DateMar 2014
Total AUM$648.9M
Discretionary$648.9M
Non-Disc.$0
Employees5
Clients1,300
DateDec 2013
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees5
Clients100
DateSep 2013
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees5
Clients100
DateFeb 2013
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees5
Clients100
DateJun 2012
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees--
Clients11
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0