Brian Powers is a control person of Wealthspire Advisors and directly owns under 5% of it.
Wealthspire Advisors is an investment adviser based in New York, NY, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $34.3 billion, as filed on 30 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4354241
- Firm
- Wealthspire Advisors · CRD 106181
- Role
- Chief Financial Officer
- In role since
- May 2019 · 7 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Powers work?
Brian Powers has been Chief Financial Officer of Wealthspire Advisors LLC since May 2019, and is a control person of the firm.
How can I verify Brian Powers’ record?
Brian Powers’ role is listed on Wealthspire Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106181.
- Michael LamenaChief Executive Officer, Wealthspire, LP
- Carl NelsonPresident, Wealthspire, LP
Eric SontagPresident
Michael Del PrioreChief Compliance Officer- Michael GossDirector
- Robert HilzenrathDirector
- Brad LongChief Investment Officer
- Veronica MooDirector
- Channing OlsonChief Operations Officer
- Brett SchneiderDirector