Wealthspire Advisors, L.P.

Business address
12435 Park Potomac Avenue, Suite 500, Potomac, MD, 20854
Top securities (13F)
VOO, IVV, VEA, SPY, GOVT, VTI, SCHF, SCHD, IJH, VO, IJR, VWO, VXUS, VXF, SCHX, VB, AGG, AAPL, SCHZ, and BAB
State of incorporation
DE
Fiscal year end
31 December
Former names
BRONFMAN E.L. ROTHSCHILD, L.P. (to 13 Nov 2019)
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Wealthspire Advisors, L.P. has filed 20 SEC EDGAR filings since 10 Feb 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-17145
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-17145
13F-HR Open Document Open Filing 13 May 2020 31 Mar 2020 028-17145
13F-HR Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-17145
13F-HR Open Document Open Filing 13 Nov 2019 30 Sep 2019 028-17145
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-17145
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-17145
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-17145
13F-HR Open Document Open Filing 13 Nov 2018 30 Sep 2018 028-17145
13F-HR Open Document Open Filing 08 Aug 2018 30 Jun 2018 028-17145
13F-HR Open Document Open Filing 03 May 2018 31 Mar 2018 028-17145
13F-HR Open Document Open Filing 07 Feb 2018 31 Dec 2017 028-17145
13F-HR Open Document Open Filing 08 Nov 2017 30 Sep 2017 028-17145
13F-HR Open Document Open Filing 09 Aug 2017 30 Jun 2017 028-17145
13F-HR Open Document Open Filing 09 May 2017 31 Mar 2017 028-17145
13F-HR Open Document Open Filing 06 Feb 2017 31 Dec 2016 028-17145
13F-HR Open Document Open Filing 04 Nov 2016 30 Sep 2016 028-17145
13F-HR Open Document Open Filing 12 Aug 2016 30 Jun 2016 028-17145
13F-HR Open Document Open Filing 06 May 2016 31 Mar 2016 028-17145
13F-HR Open Document Open Filing 10 Feb 2016 31 Dec 2015 028-17145