Firm profile

WEALTHSPIRE ADVISORS

MELVILLE, NYCRD 147592Latest ADV March 29, 2026

WEALTHSPIRE ADVISORS is a limited liability company based in MELVILLE, NY.

Assets Under Management
$4.4B
Employees
46
Offices
1 office
Total Clients
835
Primary office
MELVILLE, NY
400 BROADHOLLOW ROAD, SUITE 301, MELVILLE, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMichael A. Lamena
CCOMichael J. Del Priore
CFOBrian D. Powers

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements

Client Coverage Demographics

Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
477
2
Individuals
37.6%
314
3
Pension Plans
3.2%
27
4
Charitable
1.1%
9
5
Corporations
1.0%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.4Bas of March 29, 2026
Discretionary83.8%
$3.7B
84% of total RAUM83.8%
Non-discretionary16.2%
$709M
16% of total RAUM16.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.4B
Total Accounts835
10Y AUM Change+$3.7B (+535.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee18:1
10Y Employee Change+21 (+84.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.