# WEALTHSPIRE RETIREMENT, LLC

WEALTHSPIRE RETIREMENT, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121254
- Type: SEC-registered investment adviser
- SEC file number: 801-66107
- Location: 120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656
- Phone: 949.460.9898
- Latest filing: 2026-03-31
- Regulatory AUM: $38.6B
- Discretionary AUM: $38.6B
- Clients: 244
- Accounts: 7,532

## Business model

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

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| Edward George O'Malley | DIRECTOR | New York, NY |
| Geoffrey Vincent Keeling | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER - WEALTHSPIRE RETIREMENT | Houston, TX |
| Brett Ronald Schneider | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | DIRECTOR - WEALTHSPIRE | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Joel Barry Shapiro | HEAD OF RETIREMENT STRATEGY AND ERISA; PRESIDENT; PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Kameron Alexander Jones | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Solomon Stewart | SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Hannah Rose Dowling | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Brian J Yu | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | — |
| Justin Louis Goldstein | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Lisa Marie Moceri | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Solomon John Stewart | SENIOR VICE PRESIDENT | — |
| Jessica Bonardi Espinoza | MANAGING DIRECTOR | — |
| Haley Shannon Beaumont | OPERATIONS MANAGER | — |
| CHAPMAN JOYCE ANN | CCO; CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| GIOVINAZZO VINCENT JOSEPH | CEO | — |
| DELLAVEDOVA NICHOLAS DOMINIC | PRESIDENT | — |
| GROVES JEFFREY JAMES | CHIEF COMPLIANCE OFFICER | — |
| STEWART WILLIAM JOHN | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121254/similar
- Related entities: https://search.stillhousedata.com/firm/121254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121254

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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.