WEALTHSPIRE ADVISORS, L.P.
Legal name: WEALTHSPIRE ADVISORS
CRD #168095 SEC #801-78179 POTOMAC, MD 888-303-2357
SEC Registered
Total AUM
$4.6B
Discretionary
$4.3B
Employees
76
Clients
251
Accounts
2,366
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $4.6B | $4.3B | $249.7M | 76 | 0 |
| Mar 2020 | $4.6B | $4.3B | $249.7M | 76 | 0 |
| Jan 2020 | $5.8B | $5.6B | $252M | 95 | 0 |
| Dec 2019 | $5.8B | $5.6B | $252M | 95 | 0 |
| Oct 2019 | $5.8B | $5.6B | $252M | 95 | 0 |
| Jun 2019 | $5.8B | $5.6B | $252M | 95 | 0 |
| Mar 2019 | $5.8B | $5.6B | $252M | 94 | 0 |
| Aug 2018 | $6.1B | $5.8B | $313.1M | 91 | 0 |
| Mar 2018 | $6.1B | $5.8B | $313.1M | 91 | 0 |
| Sep 2017 | $5.4B | $5.1B | $265.8M | 86 | 1,695 |
| Jul 2017 | $5.4B | $5.1B | $265.8M | 86 | 1,695 |
| Mar 2017 | $4.5B | $4.3B | $251M | 76 | 1,695 |
| Feb 2017 | $4.2B | $4B | $251.2M | 70 | 1,600 |
| Jan 2017 | $4.2B | $4B | $251.2M | 70 | 1,600 |
| Jun 2016 | $3.8B | $3.5B | $286.6M | 74 | 1,600 |
| Mar 2016 | $3.8B | $3.5B | $286.6M | 74 | 1,600 |
| Dec 2015 | $3.6B | $3.3B | $320.2M | 77 | 1,600 |
| Oct 2015 | $3.6B | $3.3B | $320.2M | 77 | 1,600 |
| Oct 2015 | $3.6B | $3.3B | $320.2M | 77 | 1,600 |
| Sep 2015 | $3.6B | $3.3B | $320.2M | 77 | 1,600 |
| Jun 2015 | $2.2B | $2.1B | $43.9M | 53 | 1,400 |
| May 2015 | $2.2B | $2.1B | $43.9M | 53 | 1,400 |
| Mar 2015 | $2.1B | $2.1B | $43.3M | 43 | 1,000 |
| Dec 2014 | $1.9B | $1.8B | $40.2M | 42 | 1,000 |
| Sep 2014 | $1.9B | $1.8B | $40.2M | 42 | 1,000 |
| Jun 2014 | $1.9B | $1.8B | $40.2M | 42 | 1,000 |
| May 2014 | $1.9B | $1.8B | $40.2M | 42 | 1,000 |
| Mar 2014 | $1.9B | $1.8B | $40.2M | 42 | 1,000 |
| Jun 2013 | $1.7B | $1.6B | $16.5M | 26 | 2,500 |
| Jun 2013 | $1.7B | $1.6B | $16.5M | 26 | 2,500 |
DateJun 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$249.7M
Employees76
Clients0
DateMar 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$249.7M
Employees76
Clients0
DateJan 2020
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$252M
Employees95
Clients0
DateDec 2019
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$252M
Employees95
Clients0
DateOct 2019
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$252M
Employees95
Clients0
DateJun 2019
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$252M
Employees95
Clients0
DateMar 2019
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$252M
Employees94
Clients0
DateAug 2018
Total AUM$6.1B
Discretionary$5.8B
Non-Disc.$313.1M
Employees91
Clients0
DateMar 2018
Total AUM$6.1B
Discretionary$5.8B
Non-Disc.$313.1M
Employees91
Clients0
DateSep 2017
Total AUM$5.4B
Discretionary$5.1B
Non-Disc.$265.8M
Employees86
Clients1,695
DateJul 2017
Total AUM$5.4B
Discretionary$5.1B
Non-Disc.$265.8M
Employees86
Clients1,695
DateMar 2017
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$251M
Employees76
Clients1,695
DateFeb 2017
Total AUM$4.2B
Discretionary$4B
Non-Disc.$251.2M
Employees70
Clients1,600
DateJan 2017
Total AUM$4.2B
Discretionary$4B
Non-Disc.$251.2M
Employees70
Clients1,600
DateJun 2016
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$286.6M
Employees74
Clients1,600
DateMar 2016
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$286.6M
Employees74
Clients1,600
DateDec 2015
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$320.2M
Employees77
Clients1,600
DateOct 2015
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$320.2M
Employees77
Clients1,600
DateOct 2015
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$320.2M
Employees77
Clients1,600
DateSep 2015
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$320.2M
Employees77
Clients1,600
DateJun 2015
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$43.9M
Employees53
Clients1,400
DateMay 2015
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$43.9M
Employees53
Clients1,400
DateMar 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43.3M
Employees43
Clients1,000
DateDec 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$40.2M
Employees42
Clients1,000
DateSep 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$40.2M
Employees42
Clients1,000
DateJun 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$40.2M
Employees42
Clients1,000
DateMay 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$40.2M
Employees42
Clients1,000
DateMar 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$40.2M
Employees42
Clients1,000
DateJun 2013
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$16.5M
Employees26
Clients2,500
DateJun 2013
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$16.5M
Employees26
Clients2,500