Hannah Dowling: Assistant Vice President at Wealthspire Retirement

Role at Wealthspire Retirement

Title on Schedule A: Assistant Vice President - Wealthspire Retirement
Title the firm uses: Vice President
Control: Hannah Dowling is not a control person of Wealthspire Retirement.
Ownership: An individual ownership band is not available in the source record.
Tenure: Hannah Dowling has held the filed role since October 2025.

The firm

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 Hannah Dowling 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: Hannah Dowling
CRD: 7745911
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

Hannah Dowling leads operational strategy and service delivery for Wealthspire’s retirement plan business. Her team supports client onboarding, reporting, advisers and vendor relationships. Wealthspire, team biography

Common questions

Where does Hannah Dowling work?

Hannah Dowling has been Assistant Vice President - Wealthspire Retirement of Wealthspire Retirement, LLC since October 2025. On its own site, Wealthspire Retirement gives Hannah Dowling’s title as Vice President.

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