Investment adviser · CRD 106259

WEALTHSPIRE ADVISORS

Investment adviser filing (IA)

ACG ADVISORY SERVICES, LLC

MIDLOTHIAN, VA, United States · Form ADV filed Apr 29, 2024

Regulatory AUM
$518M
Form ADV · Item 5.F
Client accounts
369
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals80$233,887,05545.1%
CharitiesFewer than 5$153,089,66529.5%
Individuals237$82,821,34516.0%
Retirement plans41$38,892,3597.5%
Corporations & businesses7$9,416,5581.8%
Filing source

Form ADV 1871565 · Apr 29, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 29, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1640 HUGUENOT ROAD
MIDLOTHIAN, VA, 23113, United States

CRD 106259

Filing source

Form ADV 1871565 · Apr 29, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.