# WEALTHSPIRE ADVISORS, L.P.

WEALTHSPIRE ADVISORS, L.P. of POTOMAC, MD is an SEC-registered investment adviser.

## Registration

- CRD: 168095
- Type: SEC-registered investment adviser
- SEC file number: 801-78179
- Location: 12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854
- Phone: 888-303-2357
- Latest filing: 2020-06-30
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.3B
- Non-discretionary AUM: $249.7M
- Clients: 76
- Accounts: 2,366

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| POWERS PATRICK DAVID | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT; CHIEF FINANCIAL OFFICER (+1 more) | — |
| SONTAG HOWARD VAUGHN | SR. MANAGING DIRECTOR | — |
| SIMON NEAL JERRY | CHIEF EXECUTIVE OFFICER; DIRECTOR; SHAREHOLDER | — |
| SCHWARTZ EDWARD BRIAN | DIRECTOR; SHAREHOLDER | — |
| BRONFMAN MATTHEW | DIRECTOR; MANAGER; MEMBER (+2 more) | — |
| COLLINS HAROLD SCOTT | LIMITED PARTNER | — |
| PARISH STEVEN ROLAND | DIRECTOR, LIMITED PARTNER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; LIMITED PARTNER | — |
| GEVA ALMOG | DIRECTOR; MANAGER | — |
| GOLDSTEIN ELI | DIRECTOR; MANAGER | — |
| SHULEM FISHER YAACOV | MEMBER | — |
| BRONFMAN JR EDGAR MILES | TRUSTEE | — |
| FORESTER DE ROTHSCHILD LYNN | DIRECTOR | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| SONTAG ERIC MATTHEW | CHIEF OPERATIONS OFFICER; PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| LANING BRUCE ROBERT | PRESIDENT | — |
| BAUMBACH KELLY LYNN | LIMITED PARTNER | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168095/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168095/similar
- Related entities: https://search.stillhousedata.com/firm/168095/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168095

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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.