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WEALTHSPIRE ADVISORS LLC

Headquarter

Company Details

Name: WEALTHSPIRE ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 05 Apr 1995 (30 years ago)
Entity Number: 1910412
ZIP code: 10166
County: New York
Address: 200 park avenue, suite 3202, NEW YORK, NY, United States, 10166

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
C/O NFP CORP. DOS Process Agent 200 park avenue, suite 3202, NEW YORK, NY, United States, 10166

Links between entities

Type:
Headquarter of
Company Number:
3813312c-3f24-eb11-91a5-00155d32b905
State:
MINNESOTA
Type:
Headquarter of
Company Number:
M20000005121
State:
FLORIDA
Type:
Headquarter of
Company Number:
1021126
State:
CONNECTICUT

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001646247
Phone:
414-509-1330

Latest Filings

Form type:
13F-HR
File number:
028-19390
Filing date:
2025-05-09
File:
Form type:
13F-HR
File number:
028-19390
Filing date:
2025-02-04
File:
Form type:
13F-HR
File number:
028-19390
Filing date:
2024-11-13
File:
Form type:
N-PX
File number:
028-19390
Filing date:
2024-09-10
File:
Form type:
13F-HR
File number:
028-19390
Filing date:
2024-08-08
File:

Legal Entity Identifier

LEI Number:
254900ZDGQF3DMBTUI66

Registration Details:

Initial Registration Date:
2024-09-13
Next Renewal Date:
2025-09-13
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

History

Start date End date Type Value
2024-12-31 2025-04-09 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2024-12-31 2025-04-09 Address 200 park avenue, suite 3202, NEW YORK, NY, 10166, USA (Type of address: Service of Process)
2024-10-30 2024-12-31 Address 200 park avenue, suite 3202, NEW YORK, NY, 10166, USA (Type of address: Service of Process)
2024-10-30 2024-12-31 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)

Filings

Filing Number Date Filed Type Effective Date
250409004731 2025-04-09 BIENNIAL STATEMENT 2025-04-09
241231000863 2024-12-31 CERTIFICATE OF MERGER 2024-12-31
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

Court Cases

Court Case Summary

Filing Date:
2021-09-24
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Plaintiff demands jury
Nature Of Suit:
Americans with Disabilities Act - Other

Parties

Party Name:
CRUMWELL
Party Role:
Plaintiff
Party Name:
WEALTHSPIRE ADVISORS LLC
Party Role:
Defendant

Date of last update: 14 Mar 2025

Sources: New York Secretary of State