Wealthspire Advisors, L.P. Info

Wealthspire Advisors, L.P. info

Wealthspire Advisors, L.P. (SEC CIK 1666612) first filed with the SEC on 2016-02-10 (Form 13F-HR) and has filed 20 times since, including 20 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854.

Name: Value Wealthspire Advisors, L.P..
SEC CIK: Value 1666612.
State of organization: Value DE.
Business address: Value 12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Wealthspire Advisors, L.P.
SEC CIK	1666612
State of organization	DE
Business address	12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854
Mailing address	12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854
Phone	866-498-6433
Fiscal year end	December 31
Former names	BRONFMAN E.L. ROTHSCHILD, L.P. (2016-02-10 to 2019-11-13)

SEC Filing History

Field	Value
First SEC filing	2016-02-10 (Form 13F-HR)
Latest SEC filing	2020-11-13 (Form 13F-HR)
Filings on EDGAR	20
First Form 13F-HR	2016-02-10 (quarter ended 2015-12-31)
Latest Form 13F-HR	2020-11-13 (quarter ended 2020-09-30)
Form 13F-HR filings	20

Filings by Form

Form	Filings	Latest
13F-HR	20	2020-11-13

Filings by Year

Year	Filings	Form 13F-HR
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4

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