Michael Anthony Lamena appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Michael Anthony Lamena appears on 13 filing roles across Form ADV (13).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-15 | Form ADV | ROUNDANGLE ADVISORS LLC | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | RED BANK, NJ |
| 2026-01-09 | Form ADV | FIDUCIENT ADVISORS LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | CHICAGO, IL |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS LLC | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | NEW YORK, NY |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | MELVILLE, NY |
| 2025-11-26 | Form ADV | MARIN FINANCIAL ADVISORS LLC | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | LARKSPUR, CA |
| — | Form ADV | AXIA ADVISORY, LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | INDIANAPOLIS, IN |
| 2026-01-02 | Form ADV | WEALTHSPIRE RETIREMENT, LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | FIDUCIARY FIRST, LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | MAITLAND, FL |
| 2025-12-11 | Form ADV | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | CHIEF EXECUTIVE OFFICER | PLAINVIEW, NY |
| — | Form ADV | SELLWOOD INVESTMENT PARTNERS LLC | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | PORTLAND, OR |
| — | Form ADV | FI3 FINANCIAL ADVISORS, LLC | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | INDIANAPOLIS, IN |
| — | Form ADV | PM MGMT, LP | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | ENCINO, CA |