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Wealthspire Advisors
Wealthspire Advisors LLC serves high-net-worth individuals, families, executives, business owners, endowments, and institutions. It provides wealth management...
Wealthspire Advisors
Wealthspire Advisors LLC serves high-net-worth individuals, families, executives, business owners, endowments, and institutions. It provides wealth management and financial planning that covers cash flow analysis, tax strategies, estate planning, and charitable giving. Investment management covers strategic asset allocation, customized portfolios, and alternative investments as advisors partner with an internal team of investment experts to align solutions with client goals and risk tolerances.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
521 5th Avenue, 15th Floor, New York, NY 10175
Additional offices
Potomac, MD, United States · Boca Raton, FL, United States
Principals
Mike LaMena
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Wealthspire Advisors?
Mike LaMena serves as CEO and founder. He directs the firm's growth and acquisition strategy according to internal records.
Does Wealthspire Advisors participate in fund commitments or only direct deals?
The firm holds both public ETF positions and private equity exposure. Internal data lists 13 deals and ownership stakes in operating subsidiaries.
What investment stages does Wealthspire Advisors typically target?
Allocations include hedge funds with long/short equity and multi-strategy approaches plus private equity buyouts.
How is Wealthspire Advisors related to Madison Dearborn Partners?
Madison Dearborn Partners holds ownership of Wealthspire following the divestiture from prior parents NFP and Aon.
Does Wealthspire Advisors maintain philanthropic structures?
The firm operates ASPIRE by Wealthspire Advisors, a platform established in 2025 for charitable giving focused on education and advocacy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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