# WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 147592
- Type: SEC-registered investment adviser
- SEC file number: 801-69418
- Location: 400 BROADHOLLOW ROAD, MELVILLE, NY, 11747
- Phone: 631-227-3900
- Latest filing: 2026-03-29
- Regulatory AUM: $4.4B
- Discretionary AUM: $3.7B
- Non-discretionary AUM: $708.8M
- Clients: 46
- Accounts: 835

## Business model

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

## Officers, owners & control persons (33)

_Showing 25 of 33 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 | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| BERNSTEIN SCOTT | DIRECTOR OF ALTERNATIVE INVESTMENTS | — |
| MARZANO FRANK PATRICK | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| RANERI STEPHEN VINCENT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147592/similar
- Related entities: https://search.stillhousedata.com/firm/147592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147592

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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.