Bronfman EL Rothschild LP

Wealthspire Advisors, L.P., formerly known as Bronfman EL Rothschild LP, is a Delaware Limited Partnership with 95 employees, 64 of which are in advisory roles. The firm's registration with the U.S. Securities and Exchange Commission was approved on May 6, 2013, though the number of clients served remains unknown.

• BRIAN DAVID POWERS

  CHIEF FINANCIAL OFFICER owns less than 5%

• ERIC MATTHEW SONTAG

  CHIEF OPERATIONS OFFICER owns less than 5%

• HOWARD VAUGHN SONTAG

  SR. MANAGING DIRECTOR owns less than 5%

• HOYT RONALD STASTNEY

  CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• MICHAEL ANTHONY LAMENA

  CHIEF EXECUTIVE OFFICER owns less than 5%

• SONTAG ADVISORY LLC

  OWNER owns 75% or more

• SONTAG BR GP, LLC

  GENERAL PARTNER owns less than 5%

• MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.

  OWNER owns more than 25% but less than 50%

• MADISON DEARBORN PARTNERS

  GENERAL PARTNER

• MADISON DEARBORN PARTNERS VI-A&C, L.P.

  GENERAL PARTNER

• NFP CORP.

  SHAREHOLDER owns 75% or more

• NFP HOLDINGS, LLC

  OWNER owns 75% or more

• NFP INTERMEDIATE HOLDINGS A. CORP.

  OWNER owns 75% or more

• NFP INTERMEDIATE HOLDINGS B. CORP.

  OWNER owns 75% or more

• NFP PARENT CO, LLC

  OWNER owns 75% or more

• NFP ULTIMATE HOLDINGS, LLC

  OWNER owns 75% or more

• Eaglestone Wealth Advisors Inc
• XML Financial LLC
• SPC Financial Inc
• Financial Services Advisory Inc
• Bachrach Asset Management Inc
• Investment Planning Associates Inc
• CIC Wealth LLC
• Institutional Shareholder Services Inc
• Profit Investment Management LLC
• Atcap Partners LLC

• Investing in ETFs: Analyzing Wealthspire Advisors Q2 vs. Q3 Holdings

• VANGUARD INDEX FDS S&P 500 ETF SHS $93,763k
• ISHARES TR CORE S&P500 ETF $86,092k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $73,254k
• ACCENTURE PLC IRELAND $63,739k
• ISHARES TR CORE S&P SCP ETF $45,817k
• VANGUARD INDEX FDS MID CAP ETF $45,660k
• SCHWAB STRATEGIC TR $45,425k
• ISHARES TR CORE S&P MCP ETF $43,062k
• FIRST TR EXCHANGE TRADED FD $38,858k
• SCHWAB STRATEGIC TR $33,206k