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Wealthspire Advisors, LLC
Wealthspire Advisors LLC is an SEC-registered investment adviser providing wealth management, investment advisory, and financial consulting services to individuals, high net worth individuals, businesses, non-profit organizations, and foundations. The firm offers discretionary and non-discretionary investment advisory services, focusing on customized solutions and a relationship-driven approach to addressing each client's unique financial objectives and risk tolerance.
Investment Strategy
Wealthspire’s investment advisory services begin with a financial planning process to assess each client’s goals, risk tolerance, time horizon, and other personal factors. Based on this, the firm develops asset allocation strategies and provides investment advice tailored to the client’s needs, offering both discretionary and non-discretionary management for a negotiable fee. Their strategy emphasizes long-term goals, diversification, and a well-rounded approach to wealth management.
Latest 13F Filing Activity
Wealthspire Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 831 equity positions with a total 13F market value of $18B. The fund increased holdings in Ishares TR, Vanguard Tax-managed FDS, Vanguard Index FDS among other positions. Wealthspire Advisors, LLC reduced exposure to Schwab Strategic TR, SPDR S&P 500 Etf TR, Apple Inc. among others.
Top Holdings
Equity Positions (831)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 18.17% | $3.23B | 5,206,372 | $487.53 | $620.90 | +$319.8M |
V VOO | VANGUARD INDEX FDS | 7.38% | $1.31B | 2,311,300 | $408.65 | $568.03 | +$104.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.30% | $1.30B | 22,786,946 | $47.93 | $57.01 | +$154.7M |
I IJH | ISHARES TR | 5.17% | $919.2M | 14,821,322 | $53.70 | $62.02 | +$16.0M |
S SCHD | SCHWAB STRATEGIC TR | 4.32% | $768.0M | 28,982,800 | $25.34 | $26.50 | -$58.3M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Investments - Trader | Madison, WI , United States | |
C Craig Amico | Vice President, Investments | New York, NY , United States | |
| Investment Associate | Delray Beach, FL , United States | ||
 | Senior Vice President, Investments | San Francisco, CA , United States | |
M Michael Moriarty | Chief Investment Officer | New York, NY , United States | |
 | Senior Vice President, Investments | New York, NY , United States | |
 | Portfolio Analyst | New York, NY , United States | |
 | Senior Associate - Investments and Trading | Stamford, CT , United States |
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