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Brett Schneider, portrait

Brett Schneider

Chief Financial Officer at Wealthspire Retirement

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Brett Schneider is Director - Wealthspire of Wealthspire Retirement, LLC, a Aliso Viejo investment adviser.

Role at Wealthspire Retirement

Title on Schedule A
Director - Wealthspire
Title the firm uses
Chief Financial Officer
Control
Brett Schneider is a control person of Wealthspire Retirement.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brett Schneider has held the filed role since October 2025.

The firm

Wealthspire Retirement, LLC
Aliso Viejo, CA

Form ADV filed 31 March 2026

$38.6B AUM7,532 clients139 advisers23 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Brett Schneider is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Brett Schneider
CRD
5636953
Firm
Wealthspire Retirement, LLC
Record basis
Form ADV officer listing
Firm bio
wealthspire.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Brett Schneider oversees Wealthspire’s financial planning and analysis, reporting, tax, treasury and controllership. He previously held finance leadership roles at a former Wealthspire parent company and worked at KPMG. Wealthspire, team biography

Education

Credentials and memberships

Common questions

Where does Brett Schneider work?

Brett Schneider has been Director - Wealthspire of Wealthspire Retirement, LLC since October 2025, and is a control person of the firm. On its own site, Wealthspire Retirement gives Brett Schneider’s title as Chief Financial Officer.

Source: Form ADV, Schedule A, filed 31 March 2026; Wealthspire Retirement website

Leadership at Wealthspire Retirement

Sources

  1. IAPD individual lookup, CRD 5636953. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Wealthspire Retirement, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Wealthspire Retirement team page. Biography, education, credentials, awards and portrait.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brett Schneider or Wealthspire Retirement, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

The portrait is reproduced from the firm’s website for identification.