| Name: | WEALTHSPIRE ADVISORS LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 05 Apr 1995 (30 years ago) (Companies founded in April 1995) |
| Entity Number: | 1910412 |
| ZIP code: | 10166 (Companies in New York, 10166) |
| County: | New York |
| Address: | 200 park avenue, suite 3202, NEW YORK, NY, United States, 10166 |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | WEALTHSPIRE ADVISORS LLC | 1021126 | CONNECTICUT |
| Headquarter of | WEALTHSPIRE ADVISORS LLC | 3813312c-3f24-eb11-91a5-00155d32b905 | MINNESOTA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1646247 | 521 5TH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175 | 521 5TH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175 | 414-509-1330 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | N-PX |
| File number | 028-19390 |
| Filing date | 2024-09-10 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-08
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-06
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2024-05-06 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-07
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2024-02-07 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-06
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2023-11-06 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-01
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2023-08-01 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-09
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2023-05-09 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-09
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2022-08-09 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-15
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2021-11-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-13
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2021-08-13 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-17
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2021-05-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-16
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2021-02-16 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-16
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2020-11-16 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2020-08-14 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-12
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2020-05-12 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2020-02-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-08
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2019-05-08 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-19390 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 254900ZDGQF3DMBTUI66 | 1910412 | US-NY | GENERAL | ACTIVE | 1995-04-05 | |||||||||||||||||||
|
||||||||||||||||||||||||
| Legal | C/O C T CORPORATION SYSTEM, 28 LIBERTY ST, NEW YORK, US-NY, US, 10005 |
| Headquarters | 521 Fifth Avenue, 15th Floor, New York, US-NY, US, 10175 |
Registration details
| Registration Date | 2024-09-13 |
| Last Update | 2024-09-13 |
| Status | ISSUED |
| Next Renewal | 2025-09-13 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | 1910412 |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | Agent | 28 LIBERTY ST., NEW YORK, NY, 10005 |
| Name | Role | Address |
|---|---|---|
| C/O NFP CORP. | DOS Process Agent | 200 park avenue, suite 3202, NEW YORK, NY, United States, 10166 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2024-08-29 | 2024-10-30 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| 2024-08-29 | 2024-10-30 | Address | 200 park avenue, suite 3202, NEW YORK, NY, 10166, USA (Type of address: Service of Process) |
| 2023-11-02 | 2024-08-29 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| 2023-11-02 | 2024-08-29 | Address | 200 park avenue, suite 3202, NEW YORK, NY, 10166, USA (Type of address: Service of Process) |
| 2023-04-10 | 2023-11-02 | Address | 340 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10173, USA (Type of address: Service of Process) |
| 2023-04-10 | 2023-11-02 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| 2022-09-26 | 2023-04-10 | Address | 340 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10173, USA (Type of address: Service of Process) |
| 2022-09-26 | 2023-04-10 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| 2022-06-28 | 2022-06-28 | Address | 340 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10173, USA (Type of address: Service of Process) |
| 2022-06-28 | 2022-06-28 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 241030017741 | 2024-10-29 | CERTIFICATE OF MERGER | 2024-10-31 |
| 240829002429 | 2024-08-29 | CERTIFICATE OF MERGER | 2024-08-30 |
| 231102002623 | 2023-11-01 | CERTIFICATE OF MERGER | 2023-11-01 |
| 230410002149 | 2023-04-10 | BIENNIAL STATEMENT | 2023-04-01 |
| 220926002934 | 2022-09-26 | CERTIFICATE OF MERGER | 2022-09-30 |
| 220628001296 | 2022-06-28 | CERTIFICATE OF MERGER | 2022-06-30 |
| 220628001201 | 2022-06-28 | CERTIFICATE OF MERGER | 2022-06-30 |
| 210930001122 | 2021-09-30 | CERTIFICATE OF MERGER | 2021-09-30 |
| 210407060744 | 2021-04-07 | BIENNIAL STATEMENT | 2021-04-01 |
| 201231000517 | 2020-12-31 | CERTIFICATE OF MERGER | 2020-12-31 |
Date of last update: 13 Nov 2024
Sources: New York Secretary of State
