Wealthspire Advisors, LLC

Entity
Company
Business address
521 5 Th Avenue, 15 Th Floor, 10175 New York, NY
Phone
414-509-1330
State of incorporation
NY
Fiscal year end
December 31
Former names
Sontag Advisory, LLC (to 11/16/2020)
Signature 13F
Michael Del Priore - Chief Compliance Officer
All SEC filings
View on sec.gov
Wealthspire Advisors, LLC has filed 29 SEC EDGAR filings since 2/14/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 20, 2025 Jun 30, 2025 028-19390
13F-HR Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-19390
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-19390
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-19390
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-19390
N-PX Open Document Open Filing Sep 10, 2024 Jun 30, 2024 028-19390
13F-HR Open Document Open Filing Aug 8, 2024 Jun 30, 2024 028-19390
13F-HR Open Document Open Filing May 6, 2024 Mar 31, 2024 028-19390
13F-HR Open Document Open Filing Feb 7, 2024 Dec 31, 2023 028-19390
13F-HR Open Document Open Filing Nov 6, 2023 Sep 30, 2023 028-19390
13F-HR Open Document Open Filing Aug 1, 2023 Jun 30, 2023 028-19390
13F-HR Open Document Open Filing May 9, 2023 Mar 31, 2023 028-19390
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-19390
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-19390
13F-HR Open Document Open Filing Aug 9, 2022 Jun 30, 2022 028-19390
13F-HR Open Document Open Filing May 9, 2022 Mar 31, 2022 028-19390
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-19390
13F-HR Open Document Open Filing Nov 15, 2021 Sep 30, 2021 028-19390
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-19390
13F-HR Open Document Open Filing May 17, 2021 Mar 31, 2021 028-19390
13F-HR Open Document Open Filing Feb 16, 2021 Dec 31, 2020 028-19390
13F-HR Open Document Open Filing Nov 16, 2020 Sep 30, 2020 028-19390
13F-HR Open Document Open Filing Aug 14, 2020 Jun 30, 2020 028-19390
13F-HR Open Document Open Filing May 12, 2020 Mar 31, 2020 028-19390
13F-HR Open Document Open Filing Feb 14, 2020 Dec 31, 2019 028-19390
13F-HR Open Document Open Filing Nov 12, 2019 Sep 30, 2019 028-19390
13F-HR Open Document Open Filing Aug 13, 2019 Jun 30, 2019 028-19390
13F-HR Open Document Open Filing May 8, 2019 Mar 31, 2019 028-19390
13F-HR Open Document Open Filing Feb 14, 2019 Dec 31, 2018 028-19390