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.
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 |