Wealthspire

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

382

Total plan assets

$68.9M

Filings (rows)

Direct comp

$81K

Indirect comp

Showing only "WEALTHSPIRE"

View all 6 variants aggregated →

WEALTHSPIRE RETIREMENT ADVISORY95 WEALTHSPIRE ADVISORS22 WEALTHSPIRE RETIREMENT3 WEALTHSPIRE2 WEALTHSPIRE TOPCO1 WEALTHSPIRE RET ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
R.A. Smith, Inc. R.A. Smith, Inc. 401(k) Plan · all filings	BROOKFIELD, WI	Other service providers	209	$64.2M	$69K	$0
PSA 3 Agency on Aging, Inc. 403(b) Thrift Plan for Employees of PSA 3 Agency on Aging, Inc. · all filings	LIMA, OH	Advisor / Consultant	173	$4.7M	$12K	$0