Wealthspire Institutional, LLC

RIASEC Registered
Total AUM
$97.5B
Discretionary
$52.5B
54% of AUM
Avg account
$78.6M
Accounts
1,241
Employees
210
Advisory reps
123

Firm details

Headquarters
Chicago, Illinois
CRD number
106720
Registered since
March 27, 1995
Custodians
CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans47.98%
  • HNWI33.93%
  • Charitable Organizations17.91%
  • Corporations / Businesses0.14%
  • Individuals0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthspire Institutional, LLC is an independent registered investment adviser that has been SEC-registered since 1995. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that blends discretionary portfolio management, financial planning, and pension consulting. Its business mix includes management of pooled investment vehicles, selection of third‑party managers, publication of investment commentary, and educational programming. Fee arrangements encompass percentage‑of‑AUM billing, fixed fees, and performance‑based fees. The firm also reports active ESG investing as part of its process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Private Funds 16%, Exchange Traded Equities 14%, Investment Grade Corp Bonds 11%, State & Local Bonds 8%, Other 5%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%41%
  • Public Funds/Mutual Funds41%
  • Private Funds16%
  • Exchange Traded Equities14%
  • Investment Grade Corp Bonds11%
  • State & Local Bonds8%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$555M in ETFs

Passive

97%

$538M

Active

<1%

$17.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$72.6M96,97413.09%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
500 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth