WR
WEALTHSPIRE RETIREMENT ADVISORY
SEC RegisteredALISO VIEJO, CAhttps://wealthspire.com949.460.9898
Assets Under Management
$25B+
Employees
244
Office Locations
26 offices
Total Accounts
7532
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,369 | $779M |
| High Net Worth Individuals | 768 | $1.7B |
| Charitable Organizations | 1,395 | $36.1B |
0 total clients reported on Form ADV.
Leadership
Nicholas Dominic Dellavedova
PRESIDENT
Vincent Joseph Giovinazzo
CEO
Jami Ann Chapman
CHIEF OPERATIONS OFFICER
Veronica Diane Lee
SENIOR VICE PRESIDENT
Jeffrey Scott Elvander
CHIEF INVESTMENT OFFICER
Joel Barry Shapiro
VP ERISA COMPLIANCE
Jeffrey James Groves
CHIEF COMPLIANCE OFFICER
L.p. Madison Dearborn Capital Partners Vi-A
OWNER
L.p. Madison Dearborn Partners Vi-A&c
GENERAL PARTNER
Llc Madison Dearborn Partners
GENERAL PARTNER
Nfp Corp.
SHAREHOLDER
Brett Ronald Schneider
DIRECTOR
Nfp Intermediate Holdings B. Corp.
OWNER
Nfp Intermediate Holdings A. Corp.
OWNER
Llc Nfp Parent Co
OWNER
Llc Nfp Holdings
OWNER
Llc Nfp Ultimate Holdings
OWNER
Office locations
26 offices in 17 states
CA
ALISO VIEJOHQ
MN
PLYMOUTH
OH
CLEVELAND
PA
WARRINGTON
FL
MAITLAND
CA
SANTA BARBARA
MA
NORWELL
WI
MADISON
VT
RICHMOND
CO
DENVER
MN
MINNEAPOLIS
LA
NEW ORLEANS
MD
BETHESDA
NC
CHARLOTTE
OK
OKLAHOMA CITY
GA
ATLANTA
IL
CHICAGO
NY
PLAINVIEW
MA
BOSTON
MI
TROY
Advisors at this firm
57 advisors in the directory
James V Adam
Investment Adviser Representative
Philip Carl Anderson
Investment Adviser Representative
Colombo M Baldini
Investment Adviser Representative
Thomas Brian Bastin
Investment Adviser Representative
Susan Rebecca Bowersox
Investment Adviser Representative
Daniel Robert Bystrom
Investment Adviser Representative
Deana Angulo Calvelli
Investment Adviser Representative
April Camp
Investment Adviser Representative
Anthony Allen Cardinal
Investment Adviser Representative
Lisa Conte
Investment Adviser Representative
Keenan Crosby
Investment Adviser Representative
Corwin Matthew Dickey
Investment Adviser Representative
Randall David Dunn
Investment Adviser Representative
Allison Odea Edmonds
Investment Adviser Representative
Marc Feinberg
Investment Adviser Representative
Allison Flink
Investment Adviser Representative
Carolina Garcia
Investment Adviser Representative
Carina Michelle Gascon
Investment Adviser Representative
Julie Adele Graham
Investment Adviser Representative
Susann Kathleen Haas
Investment Adviser Representative
Ryan Richard Hamilton
Investment Adviser Representative
Jamie Ann Hayes
Investment Adviser Representative
Barbara Anne Healy
Investment Adviser Representative
Paula Ann Hendrickson
Investment Adviser Representative
David Paul Heroux
Investment Adviser Representative
Thomas August Heuer
Investment Adviser Representative
Emily Hopkins
Investment Adviser Representative
Mario Allen Iniguez
Investment Adviser Representative
Kameron Alexander Jones
Investment Adviser Representative
Daniel Joseph Kallus
Investment Adviser Representative
Evan M Kassimir
Investment Adviser Representative
Geoffrey Vincent Keeling
Investment Adviser Representative
Alissa Jean Koebler-Purko
Investment Adviser Representative
Christopher David Langstaff
Investment Adviser Representative
Bradley Lewis Larsen
Investment Adviser Representative
Vincent Glen Learned
Investment Adviser Representative
John Lawrence Livingston
Investment Adviser Representative
Lily Ann Matias
Investment Adviser Representative
Michael Ternan McGuire
Investment Adviser Representative
Natalie Ann Meziere
Investment Adviser Representative
Elizabeth Ann Mikkelson
Investment Adviser Representative
John Raymond Nelson
Investment Adviser Representative
Ethan Nesheim
Investment Adviser Representative
Christopher Allyn Nordlund
Investment Adviser Representative
Diana Kalunde Nzau
Investment Adviser Representative
Kelly Pelino
Investment Adviser Representative
Kelly Gallagher Pettit
Investment Adviser Representative
Morgan Davis Quigley
Investment Adviser Representative
John David Roegner
Investment Adviser Representative
Joel Barry Shapiro
Investment Adviser Representative
Jill Barry Shea
Investment Adviser Representative
Anne M Smertenko
Investment Adviser Representative
Peter Alexander Snow
Investment Adviser Representative
Solomon Stewart
Investment Adviser Representative
Robert Tedesco
Investment Adviser Representative
Orlando Jose Torres
Investment Adviser Representative
Ryan Andrew Zelaski
Investment Adviser Representative
Regulatory & compliance
CRD number
#121254
SEC Number
801-66107
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wealthspire.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTHSPIRE RETIREMENT ADVISORY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.