Articles from Wealthspire

Wealthspire, a comprehensive wealth management, retirement and endowment advisory, and business management firm, today announced a sponsor partnership with DXDT Racing for the 2026 motorsports season.

Wealthspire, a nationally recognized independent wealth management, retirement advisory, and business management firm, announced today the release of the fourth season of its award-winning financial podcast, Great Aspirations. “The Power of Giving” is this season’s theme, featuring stories of gratitude, generosity and the ways individuals and communities make a difference when they come together with purpose.

Wealthspire, an independent wealth management, retirement advisory, and business management firm with more than $580 billion in assets under management or advisement,1 today announced that Ground Control Business Management (Ground Control), has acquired Los Angeles-based Ceres Financial Management, LLC (Ceres).

Wealthspire, a leading wealth management, retirement and endowment advisory, and business management firm, today announced the formation and expansion of Wealthspire Institutional. The newly organized division represents a core pillar of the broader Wealthspire organization, which was launched last month following the integration of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory, and Ground Control Business Management. Collectively, the organization oversees more than $580 billion in assets under management or advisement.1

Wealthspire announces the appointment of its executive leadership team to guide the firm’s next phase of integration and growth. In addition to previously announced appointments of Mike LaMena as chief executive officer and Carl Nelson as president, Wealthspire has named:

Wealthspire, an independent wealth management, retirement advisory, and business management firm with more than $580 billion in assets under management or advisement,1 today announced it has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized advice.

With the completion of Madison Dearborn Partners’ acquisition of five NFP businesses from Aon on Oct. 30, 2025, Wealthspire has established itself as a newly-formed independent firm to serve clients across the wealth, institutional, and retirement markets.