What departments does Wealthspire Retirement Advisory have?

Wealthspire Retirement Advisory has employees across 11 departments including Finance, Operations, Marketing, Information Technology, Arts & Design.

What is the largest department at Wealthspire Retirement Advisory?

The largest department at Wealthspire Retirement Advisory is Operations with 4 employees.

Where are Wealthspire Retirement Advisory employees located globally?

Wealthspire Retirement Advisory has employees across 1 continents and 1 countries including United States Of America.

How has Wealthspire Retirement Advisory's team size changed over time?

Wealthspire Retirement Advisory's team has decreased from approximately 97 to 28 employees based on available data.

Wealthspire Retirement Advisory Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. 

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Find Wealthspire Retirement Advisory employees' phone numbers or email addresses

Wealthspire Retirement Advisory Global Highlights

North America
139

United States Of America
139

Wealthspire Retirement Advisory's Leadership

G. K.
Chief Investment Officer
Mobile Phone
Email
M. D.
Chief Information Officer
Mobile Phone
Email
E. B. M. A. I. C.
Vice President Sales Operations
Mobile Phone
Email
W. W.
Vice President And Manager
Mobile Phone
Email
J. S.
Head Of Retirement Plans And Asset Management
Mobile Phone
Email
C. B.
Managing Partner
Mobile Phone
Email
D. B.
Svp
Mobile Phone
Email
K. M.
Wealth Advisor - Avp - Wealth Management
Mobile Phone
Email

Wealthspire Retirement Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Legal
Finance
Other
Community & Social Services
Accounting

Contact profiles from Wealthspire Retirement Advisory

Name

Title

Contact Info

Location

Last Update

G. K.
Chief Investment Officer
Mobile Phone
Email
United StatesKentucky
Apr 13, 2026
C. B.
Managing Partner
Mobile Phone
Email
May 25, 2025
M. D.
Chief Information Officer
Mobile Phone
Email
Oct 23, 2024
D. B.
Svp
Mobile Phone
Email
United StatesNew York
Apr 14, 2026
K. M.
Wealth Advisor - Avp - Wealth Management
Mobile Phone
Email
United StatesUtah
Nov 10, 2025
M. M.
Vice President, Advisory Services
Mobile Phone
Email
United StatesWisconsin
Dec 02, 2025
E. B. M. A. I. C.
Vice President Sales Operations
Mobile Phone
Email
United StatesNew Jersey
Apr 15, 2026
J. S.
Assistant Vice President
Mobile Phone
Email
United States
Apr 13, 2026
E. K.
Vice President
Mobile Phone
Email
Dec 02, 2025
J. S.
Head Of Retirement Plans And Asset Management
Mobile Phone
Email
United StatesNorth Carolina
Apr 16, 2026

Frequently Asked Questions

What is Wealthspire Retirement Advisory known for?

Wealthspire Retirement Advisory was founded in 2025 operates in the Financial Services industry. The company's main headquarters is located in 120 Vantis Suite 400 Aliso Viejo, California 92656 United States. Explore Wealthspire Retirement Advisory's company overview page for more information.

What is Wealthspire Retirement Advisory's most common email format?

Wealthspire Retirement Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthspire Retirement Advisory email formats with LeadIQ.

How many employees does Wealthspire Retirement Advisory have currently?

Wealthspire Retirement Advisory has approximately 94 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Wealthspire Retirement Advisory's key employees and leadership?

As of April 2026, Wealthspire Retirement Advisory's key employees include:

Chief Investment Officer: G. K.
Chief Information Officer: M. D.
Vice President Sales Operations: E. B. M. A. I. C.
Vice President And Manager: W. W.
Head Of Retirement Plans And Asset Management: J. S.

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