Bronfman EL Rothschild LP
Legal Name: WEALTHSPIRE ADVISORS, L.P.
Full Contact Details
Bronfman EL Rothschild LP
ONE PRESERVE PARKWAY, SUITE 610, ROCKVILLE, MD
888-303-2357
Other Info
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.
Bronfman Rothschild | Wealth and Retirement Advisors
With offices in Maryland, Virginia, New York, Wisconsin, Pennsylvania, and Minnesota, we provide comprehensive and tailored advisory services.
Wealth Management & Financial Planning - Wealthspire
Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and investment management.
Direct Owners
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BRIAN DAVID POWERS
CHIEF FINANCIAL OFFICER owns less than 5%
-
ERIC MATTHEW SONTAG
CHIEF OPERATIONS OFFICER owns less than 5%
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HOWARD VAUGHN SONTAG
SR. MANAGING DIRECTOR owns less than 5%
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HOYT RONALD STASTNEY
CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL ANTHONY LAMENA
CHIEF EXECUTIVE OFFICER owns less than 5%
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SONTAG ADVISORY LLC
OWNER owns 75% or more
-
SONTAG BR GP, LLC
GENERAL PARTNER owns less than 5%
Indirect Owners
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MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.
OWNER owns more than 25% but less than 50%
-
MADISON DEARBORN PARTNERS
GENERAL PARTNER
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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
Firms Located Nearby
- Institutional Shareholder Services Inc
- Atcap Partners LLC
- Maryland Financial Group Inc
- Ferguson-Johnson Wealth Management Inc
- Financial Services Advisory Inc
- Eaglestone Wealth Advisors Inc
- Reutemann Financial Solutions Inc
- Kendall Capital Management
- XML Financial LLC
- Obsidian Personal Planning Solutions LLC
Top 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