GM ADVISORY GROUP, LLC

CRD

147592

SEC file #

801-69418

EIN

201129571

DBA names

Wealthspire Advisors

Economics

AUM

$4.36B

AUM band

$1B+

AUM trajectory

'20 · $1.42B

'21 · $2.11B

'22 · $2.80B

'23 · $3.14B

'25 · $3.68B

'26 · $4.36B

'20'26

$1.42B → $4.36B▲ +208%

sec adv history

Client mix

Individuals High Net Worth	477
Individuals Other	314
Pension Profit Sharing Plans	27
Charitable Organizations	9
Corporations	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 9 advisors

'25 · 21 advisors

'26 · 21 advisors

'20'26

5 advisors → 21 advisors▲ +320%

sec adv history

Primary office

MELVILLE NY

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

03/29/2026

linkedin.com/company/wealthspireadvisors(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEALTHSPIRE ADVISORS

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WEALTHSPIRE ADVISORS

DEL PRIORE, MICHAEL, J

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001598304

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-02-04

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001598304-26-000002

Edgar Former Names

GM Advisory Group, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	8
Charles Schwab	6
Fidelity	6
E*trade	4
Jpmorgan	2

adv brochure

Edgar Addresses

Mailing

400 BROADHOLLOW ROADSUITE 301MELVILLE, NY 11747

Business

400 BROADHOLLOW ROADSUITE 301MELVILLE, NY 11747

Edgar EIN

201129571

Edgar Recent Filings

13F-HR2026-04-28 · 0001598304-26-000002

13F-HR2026-02-13 · 0001598304-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

106181

Trust Company Affiliate

People (39)

WEALTHSPIRE ADVISORS

Direct Owner · 87.5%

106181

DEL PRIORE, MICHAEL, J

6221161

GOSS, MICHAEL, EDMOND

2557044

HILZENRATH, ROBERT, JAY

1869935

LAMENA, MICHAEL, ANTHONY

2797064

LONG, BRAD, Leighton

5358362

MOO, VERONICA, EI CHUN

5867442

NELSON, CARL, EDWARD

2243802

Olson, Channing

8195134

POWERS, BRIAN, DAVID

4354241

SCHNEIDER, BRETT, RONALD

5636953

SONTAG, ERIC, MATTHEW

Andrew William Frattaroli

Vincent Alex Pecoraro

Katarina Stefanie Obermaier

7908272

FRANK PATRICK MARZANO

Michael Joseph Bongiorno

CHRISTOPHER D CASTELLANO

5594670

Michael David Zeitler

7401956

Raymond Edward Kramer

7378458

BRIAN SHAWN MCAULIFFE