| Entity Name: | WEALTHSPIRE ADVISORS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Company |
| Status: | Active |
| Date Filed: | 08 Jun 2020 (5 years ago) |
| Branch of: | WEALTHSPIRE ADVISORS LLC, NEW YORK (Company Number 1910412) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 15 Jan 2021 (4 years ago) |
| Document Number: | M20000005121 |
| FEI/EIN Number | 13-3831584 |
| Address: | 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY 10175 |
| Mail Address: | 500 WEST MADISON STREET, 32nd FLOOR, CHICAGO, IL 60661 |
| Place of Formation: | NEW YORK |
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL 33324 |
| Name | Role | Address |
|---|---|---|
| O'MALLEY, EDWARD | Manager | 1250 CAPITAL OF TEXAS HWY S BLDG:2 STE:600, AUSTIN, TX 78746 |
| MOO, VERONICA | Manager | 200 Park Avenue, Suite 3202 NEW YORK, NY 10166 |
| SCHNEIDER, BRETT | Manager | 200 Park Avenue, Suite 3202 NEW YORK, NY 10166 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2021-04-14 | 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY 10175 | No data |
| LC NAME CHANGE | 2021-01-15 | WEALTHSPIRE ADVISORS LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-27 |
| ANNUAL REPORT | 2023-04-12 |
| ANNUAL REPORT | 2022-04-18 |
| ANNUAL REPORT | 2021-04-14 |
| LC Name Change | 2021-01-15 |
| Foreign Limited | 2020-06-08 |
Date of last update: 15 Feb 2025
Sources: Florida Department of State
