# Wealthspire Advisors

Wealthspire Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 521 5th Avenue, 15th Floor, New York, NY 10175
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** http://www.wealthspire.com

## Regulatory record

- **CRD number:** 106181
- **SEC file number:** 801-49390
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106181

## About

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.

## Sectors

- Hedge Funds
- Private Equity

## Offices

- Potomac, MD, United States
- Boca Raton, FL, United States

## People

- Mike LaMena — CEO

## 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.

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- [MIT Investment Management Company](https://altss.com/profile/mit-investment-management-company)
- [Horsley Bridge Partners](https://altss.com/profile/horsley-bridge-partners)

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Last updated: 2026-08-10T19:36:47.593Z

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