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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealthspire Advisors invest in?","answer":"At the end of its last fiscal year, Wealthspire Advisors’ separately managed accounts held 59% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealthspire Advisors?","answer":"Wealthspire Advisors is owned through a chain of holding companies by Wealthspire II, LP and MDCP IX Chicago Splitter Aggregator, L.P. 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