Channing Olson 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.
Channing Olson is Chief Operating Officer, Private Client of Wealthspire. Olson leads operational strategy and execution, with oversight spanning Client Services, Advisory Technology, Data Operations, and M&A Integration. Before joining Wealthspire, she led operations, technology, and integration initiatives across professional services and financial firms.
- CRD
- 8195134
- Firm
- Wealthspire Advisors · CRD 106181
- Role
- Chief Operations Officer
- In role since
- October 2025 · 1 year
- 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
- Firm bio
- wealthspire.com
Where does Channing Olson work?
Channing Olson has been Chief Operations Officer of Wealthspire Advisors LLC since October 2025, and is a control person of the firm.
How can I verify Channing Olson’s record?
Channing Olson’s 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- Brian PowersChief Financial Officer
Michael Del PrioreChief Compliance Officer- Michael GossDirector
- Robert HilzenrathDirector
- Brad LongChief Investment Officer
- Veronica MooDirector
- Brett SchneiderDirector