Investment adviser · CRD 158380
WEALTHSPIRE ADVISORS
Investment adviser filing (IA)
LENOX WEALTH ADVISORS, LLC
NEW YORK, NY, United States · Form ADV filed May 27, 2022
- Regulatory AUM
- $2.11B Form ADV · Item 5.F
- Client accounts
- 2,851 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,793 | $2,088,599,176 | 98.8% |
| Corporations & businesses | 18 | $22,344,420 | 1.1% |
| Individuals | 40 | $2,593,800 | 0.1% |
| Retirement plans | Fewer than 5 | $551,222 | 0.0% |
Filing source
Form ADV 1655022 · May 27, 2022 · 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 fundsThe 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: May 27, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
90 PARK AVENUE, SUITE 1700NEW YORK, NY, 10016, United States
CRD 158380
Filing source
Form ADV 1655022 · May 27, 2022 · 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.