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Wealthspire Retirement Advisory Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Wealthspire Retirement Advisory operates in the financial services sector, offering a suite of services that spans wealth management, retirement advisory, and business management. The firm serves individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. Its platform consolidates wealth management, institutional consulting, business management, family office services, and retirement plan advisory to help clients navigate financial complexity with clarity.

It is part of a broader Wealthspire organization based in Aliso Viejo, California, with a footprint that includes more than 40 offices and a workforce numbering in the thousands. The group includes Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and other affiliates, all organized as separately registered investment advisers.

Find Wealthspire Retirement Advisory employees' phone numbers or email addresses

Wealthspire Retirement Advisory Global Highlights

Location
Employees

North America
139

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  • United States Of America
    139

Wealthspire Retirement Advisory's Leadership

  • Stylized image of a person
    M. D.
    Chief Information Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Vice President Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. W.
    Vice President And Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. R.
    Vice President, Client Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R.
    Senior Vice President
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    S. C.
    Senior Retirement Plan Advisor
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. W.
    Senior Sales And Marketing Specialist
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. C.
    Senior Consultant
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    P. W.
    Senior Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. B.
    Account Executive
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. B.
    Consultant
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. M.
    Financial Advisor, Investment Specialist
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. Z.
    Accounting Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    K. N.
    Implementation Specialist
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. P.
    Lan Administrator
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Wealthspire Retirement Advisory known for?

Minus sign iconPlus sign iconWealthspire Retirement Advisory was founded in 2025 operates in the Financial Services industry. Explore Wealthspire Retirement Advisory's company overview page for more information.

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

Minus sign iconPlus sign iconWealthspire 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?

Minus sign iconPlus sign iconWealthspire Retirement Advisory has approximately 98 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Information Officer: M. D.
  • Vice President Sales: K. M.
  • Vice President And Manager: W. W.
  • Managing Partner: C. B.
  • Owner: W. B.

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