Wealthspire

$180.0M revenue • 1,200 employees • 521 5th Ave 15th Floor, New York, NY, 10175, United States

Last Updated Aug 28, 2026

Company Overview

Company Name

Wealthspire

Address

521 5th Ave 15th Floor, New York, NY, 10175, United States

Approx. Annual Revenue

$180.0M

Employees

1,200

Established

2013

Google Reviews

4.9 (64 reviews)

Google Business Category

Financial planner

Locations

18

About Wealthspire

Wealthspire Advisors is a financial planning and investment management firm based in New York, New York. Established in 2013, the company serves a diverse clientele, including individuals, families, executives, business owners, and charitable organizations. Wealthspire Advisors focuses on creating personalized plans to help clients achieve their unique financial goals.

Business Profile

Read from the Wealthspire website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current news and resources; Clear navigation and contact options
Footer copyright year
2026

Wealthspire locations

18 Google Business Profile listings.

LocationGoogle categoryReviewsStatus
521 5th Ave 15th Floor, New York, NYprimaryFinancial planner 4.9 (64)Claimed
400 Broadhollow Rd Ste 400, Melville, NY——Claimed
360 Mt Kemble Ave 3rd floor, Morristown, NJ——Claimed
1405 Wesley Dr Ste 32, Salisbury, MDFinancial advisor 5.0 (31)Claimed
900 Bestgate Rd Ste 200, Annapolis, MDFinancial advisor 5.0 (18)Claimed
274 Riverside Ave Ste 101, Westport, CTFinancial advisor 5.0 (10)Claimed
11911 Freedom Dr Ste 700, Reston, VAFinancial advisor 5.0 (8)Claimed
12435 Park Potomac Ave Ste 500, Potomac, MDFinancial advisor 5.0 (8)Claimed
709B Milwaukee St, Delafield, WIFinancial advisor 5.0 (7)Claimed
8170 Maple Lawn Blvd Ste 100, Fulton, MDFinancial advisor 5.0 (5)Claimed
100 Smith Ranch Rd #300, San Rafael, CAFinancial planner 4.8 (5)Claimed
110 Country Estates Cir #3, Reno, NVFinancial advisor 5.0 (5)Claimed
330 E Kilbourn Ave Ste 1219, Milwaukee, WIFinancial advisor 4.0 (4)Claimed
10 Terrace Ct #103, Madison, WIFinancial advisor 5.0 (3)Claimed
1640 Huguenot Rd, Midlothian, VAFinancial advisor 5.0 (2)Claimed
1700 Westlake Ave N #325, Seattle, WAFinancial advisor 5.0 (2)Claimed
3201 Enterprise Parkwy Ste 100, Beachwood, OHFinancial advisor 5.0 (1)Claimed
2505 E Evergreen Dr Ste A, Appleton, WIFinancial advisor 1.0 (1)Claimed

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Frequently Asked Questions about Wealthspire

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Technologies Used

Social Profiles

Key Decision Makers

Craig Amico Vice President, Investments
LinkedIn
Mike LaMena Owner/CEO
LinkedIn