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  2. Wealthspire US Parent, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Wealthspire US Parent, LLC

EIN 39-4644513-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$136.1M assets
Welfare
0
Participants
1,042
70 WEST MADISON STREET, SUITE 4600 - CHICAGO, IL 60602312-895-1022
Plans on this EIN
1 filing
#001401(k)-$136.1M - 1,042 part

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Retirement#001

WEALTHSPIRE 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$136.1M
Participants1,042
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTHSPIRE 401(K) RETIREMENT SAVINGS PLAN401(k)$136.1M1,0422025
Retirement plans
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