WEALTHSPIRE RETIREMENT, LLC
DBA: WEALTHSPIRE RETIREMENT ADVISORY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $38.61B |
| Discretionary | $38.61B100% of AUM |
| Client Accounts | 7,532 |
| Avg Account Size | $5.1M |
| Employees | 244 |
| Peak AUM | $118.03BNov 2025 |
AUM by Client Type
Total AUM
$38.6B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $38.6B | 67.3% | 21.1% | 8.2% | |
| Discretionary AUM | $38.6B | ||||
Key Metrics
| Total AUM | $38.61B |
| Discretionary | $38.61B |
| Employees | 244 |
| Client Accounts | 7532 |
| Client Range | More than 500 |
Contact & Location
Address
120 VANTIS
ALISO VIEJO CA 92656
Phone
949.460.9898
Filing History
95 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$38.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 75.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension Consultant