WEALTHSPIRE ADVISORS LLC
NEW YORK, NY


SONTAG ADVISORY LLC
WEALTHSPIRE ADVISORS LLC is an Active company incorporated on June 8, 2020 with the registered number M20000005121. This Foreign Limited Liability company is located at 521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175, US and has been running for five years. There are currently three active principals.

KEY FACTS ABOUT WEALTHSPIRE ADVISORS LLC

  1. US Businesses
  2. Companies in Florida
  3. Broward County Companies
Company name
WEALTHSPIRE ADVISORS LLC
Status
Active
Filed Number
M20000005121
FEI Number
133831584
Date of Incorporation
June 8, 2020
Age - 5 years
Home State
NY
Company Type
Foreign Limited Liability

WEALTHSPIRE ADVISORS LLC NEAR ME

Principal Address
521 FIFTH AVENUE,
15TH FLOOR,
NEW YORK,
NY,
10175,
US
Mailing Address
500 WEST MADISON STREET,
32nd FLOOR,
CHICAGO,
IL,
60661,
US

See Also

WEALTHSPHERE GROUP INCORPORATED WEALTHSPIKE FINANCIAL INC WEALTHSPIRE ADVISORS, LP WEALTHSPRING CONSULTING LLC WEALTHSPRING FINANCIAL, INC

Officers and Directors

The WEALTHSPIRE ADVISORS LLC managed by the three persons from AUSTIN, NEW YORK on following positions: Manager

Edward O'Malley

Position
Manager Active
From
AUSTIN, TX, TX
Edward O'Malley Related Companies
  1. AGS DIRECT OF FLORIDA, INC.
  2. NEMCO GROUP, LLC
  3. TMS-CBS RPG, LLC
  4. NFP STRUCTURED SETTLEMENTS, INC.
  5. LENOX BROKERAGE INSURANCE SERVICES, INC.
  6. TRINITY INSURANCE CONSULTING GROUP, LLC

Veronica Moo

Position
Manager Active
From
NEW YORK, NY, NY
Veronica Moo Related Companies
  1. AGS DIRECT OF FLORIDA, INC.
  2. TMS-CBS RPG, LLC
  3. NFP STRUCTURED SETTLEMENTS, INC.
  4. INDEMNIS TRADE RISK MANAGEMENT LTD INC.
  5. LENOX BROKERAGE INSURANCE SERVICES, INC.
  6. EXECUTIVE LIFE SOLUTIONS, INC.

Brett Schneider

Position
Manager Active
From
NEW YORK, NY, NY
Brett Schneider Related Companies
  1. TMS-CBS RPG, LLC
  2. LENOX BROKERAGE INSURANCE SERVICES, INC.
  3. NFP CORPORATE SERVICES (NY), LLC
  4. TRINITY INSURANCE CONSULTING GROUP, LLC
  5. NFP CORPORATE SERVICES (PA), INC.
  6. MALPRACTICE INSURANCE AGENCY LLC



Registered Agent is CT CORPORATION SYSTEM

Address
1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL, 33324

Events

January 15, 2021
LC NAME CHANGE

Annual Reports

2024
April 27, 2024
2023
April 12, 2023