| Entity Name: | WEALTHSPIRE ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 18 Nov 2010 (Companies founded in November 2010) |
| Branch of: | WEALTHSPIRE ADVISORS LLC (Company Number 1910412) (NEW YORK) |
| Business ALEI: | 1021126 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 521 FIFTH AVENUE 15TH FLOOR 15TH FLOOR, NEW YORK, NY, 10175, United States |
| Mailing address: | 500 W. MADISON STREET 32ND FLOOR, CHICAGO, IL, United States, 60661 |
| Mailing jurisdiction address: | 500 W. MADISON STREET 32ND FLOOR, CHICAGO, IL, 60661, United States |
| Office jurisdiction address: | SONTAG ADVISORY LLC 261 MADISON AVE. 14TH FLR., NEW YORK, NY, 10016, United States |
| Place of Formation: | NEW YORK |
| E-Mail: | dhrankaj@nfp.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| BRETT SCHNEIDER | Officer | 200 Park Avenue, Suite 3202, NEW YORK, NY, 10166, United States | 340 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10173, United States |
| EDWARD O'MALLEY | Officer | 1250 CAPITAL OF TEXAS HWY S, BUILDING 2, AUSTIN, TX, 78746, United States | 1250 CAPITAL OF TEXAS HWY S, BUILDING 2, AUSTIN, TX, 78746, United States |
| VERONICA MOO | Officer | 200 Park Avenue, Suite 3202, NEW YORK, NY, 10166, United States | 340 MADISON AVENUE, NEW YORK, NY, 10173, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SONTAG ADVISORY LLC | WEALTHSPIRE ADVISORS LLC | 2021-01-15 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012091335 | 2024-02-13 | No data | Annual Report | Annual Report | No data |
| BF-0011185281 | 2023-03-03 | No data | Annual Report | Annual Report | No data |
| BF-0011018979 | 2022-09-27 | 2022-09-30 | Merger | Certificate of Merger | No data |
| BF-0010311677 | 2022-03-15 | No data | Annual Report | Annual Report | 2022 |
| 0007233991 | 2021-03-16 | No data | Annual Report | Annual Report | 2015 |
| 0007234024 | 2021-03-16 | No data | Annual Report | Annual Report | 2019 |
| 0007233977 | 2021-03-16 | No data | Annual Report | Annual Report | 2013 |
| 0007233980 | 2021-03-16 | No data | Annual Report | Annual Report | 2014 |
| 0007234000 | 2021-03-16 | No data | Annual Report | Annual Report | 2016 |
| 0007234008 | 2021-03-16 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
