Investment adviser · CRD 106181

WEALTHSPIRE ADVISORS

Investment adviser filing (IA)

WEALTHSPIRE ADVISORS LLC

NEW YORK, NY, United States · Form ADV filed Apr 30, 2026

Regulatory AUM: $34.3B
Client accounts: 9,973
Employees: 397
Advisory professionals: 220

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	5,553	$31,571,211,348	92.0%
Individuals	4,183	$1,630,944,248	4.8%
Charities	94	$619,144,663	1.8%
Corporations & businesses	73	$290,432,521	0.8%
Retirement plans	69	$174,615,642	0.5%
Government entities	Fewer than 5	$36,629,266	0.1%

Filing source

Form ADV 2101449 · Apr 30, 2026 · 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

1 Private fund

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

SONTAG SPECIAL OPPORTUNITIES FUNDHedge Fund · Last reported Jun 30, 2020$3KGross asset value

Custodian SIGNATURE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3994343459
Reported beneficial owners: 104
Minimum commitment: $0

Form ADV 1441759 · Jun 30, 2020 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed

Principal office

521 FIFTH AVENUE, 15TH FLOOR
NEW YORK, NY, 10175, United States

CRD 106181

Filing source

Form ADV 2101449 · Apr 30, 2026 · 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.