# WEALTHSPIRE ADVISORS LLC

WEALTHSPIRE ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106181
- Type: SEC-registered investment adviser
- SEC file number: 801-49390
- Location: 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175
- Phone: (212) 973-1200
- Latest filing: 2026-04-30
- Regulatory AUM: $34.3B
- Discretionary AUM: $33.0B
- Non-discretionary AUM: $1.3B
- Clients: 397
- Accounts: 9,973

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (42)

_Showing 25 of 42 people._

| Name | Role | Location |
| --- | --- | --- |
| Edward George O'Malley | DIRECTOR | New York, NY |
| Michael Joseph Moriarty | CHIEF INVESTMENT OFFICER | — |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT; PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Brian David Powers | CHIEF FINANCIAL OFFICER | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Lori Michell Lieser | VICE PRESIDENT | — |
| Hoyt Ronald Stastney | CHIEF LEGAL OFFICER | — |
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| SONTAG HOWARD VAUGHN | MANAGING MEMBER; PRESIDENT; SR. MANAGING DIRECTOR | — |
| LEVY-LEROY DONNA | CHEIF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT (+2 more) | — |
| FASANO CRAIG MICHAEL | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR (+1 more) | — |
| DELGASS MICHAEL NICHOLAS | EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR | — |
| ZUCCARRO ROBERT STEVEN | DIRECTOR | — |
| LIESER LORI MICHELLE | VICE PRESIDENT | — |
| FRIEDMAN GREGORY HUGH | CHIEF STRATEGY OFFICER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SHACKATANO CRAIG | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106181/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106181/similar
- Related entities: https://search.stillhousedata.com/firm/106181/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106181

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.