Wealthspire RET Advisory

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

347

Total plan assets

$19.3M

Filings (rows)

Direct comp

$9K

Indirect comp

$22K

Showing only "WEALTHSPIRE RET ADVISORY"

View all 3 variants aggregated →

WEALTHSPIRE RETIREMENT ADVISORY95 WEALTHSPIRE RETIREMENT3 WEALTHSPIRE RET ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Wealthspire RET Advisory?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Abilityfirst Abilityfirst Defined Contribution Plan · all filings	PASADENA, CA	Advisor / Consultant	347	$19.3M	$9K	$22K