{"url":"https://nivawealth.com/firms/wealthspire-retirement-121254","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/121254","regulatoryAum":38609440509,"crd":"121254","secFileNumber":"801-66107","legalName":"Wealthspire Retirement, LLC","displayName":"Wealthspire Retirement","website":"https://www.wealthspire.com/","linkedinUrl":"https://www.linkedin.com/company/wealthspire-retirement","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"120 Vantis, Suite 400","city":"Aliso Viejo","state":"CA","stateName":"California","country":"United States","postalCode":"92656"},"tradeNames":["Fiduciary First, LLC","NFP","SST Benefits and Consulting Services LLC","Wealthspire Retirement Advisory"],"registration":{"secApproved":"31 January 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manages $38.6 billion for them, as of March 2026. They include 5,369 other individuals, 1,395 pension and profit-sharing plans and 768 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealthspire Retirement offer?","answer":"Wealthspire Retirement provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wealthspire Retirement use?","answer":"Wealthspire Retirement’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1,103,441,439, Charles Schwab & Co., Inc. (San Francisco, CA), with $1,089,501,585 and Pershing LLC (Jersey City, NJ), with $246,453,897. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthspire Retirement have?","answer":"Wealthspire Retirement has 139 investment adviser representatives registered with state securities authorities, out of 244 employees, and 139 perform investment advisory functions. 17 are registered representatives of a broker-dealer and 40 are 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 Retirement invest in?","answer":"At the end of its last fiscal year, Wealthspire Retirement’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds, 1% 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 Retirement?","answer":"Wealthspire Retirement is owned through a chain of holding companies by MDCP IX Chicago Splitter Aggregator, L.P. Its direct owner is Wealthspire US Parent, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthspire Retirement get paid?","answer":"Wealthspire Retirement is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}