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Wealthspire Advisors LLC
Mike LaMena · Investment Advisor · Multi-Strategy
Wealthspire Advisors LLC is a premier SEC-registered investment adviser (RIA) that provides comprehensive wealth management and financial consulting services to individuals, families, and institutions. The firm was established in 2019 following the merger of Sontag Advisory and Bronfman Rothschild and operates as a subsidiary of NFP. Wealthspire utilizes an independent, fee-only business model, offering a wide range of services including investment management, retirement planning, and family office solutions. With a national network of offices and a collaborative team of experts, the firm specializes in solving complex financial issues through highly personalized strategies that align with each client's unique aspirations and risk profile.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.2% |
| YTD return | +6.7% |
| Sharpe ratio | 2.50 |
| Win rate | 53% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wealthspire.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AON | Aon PLC | 17.9% | -9.5% |
| GOOGL | Alphabet Inc Class A | 12.4% | +23.4% |
| MSFT | Microsoft Corporation | 12.1% | -0.2% |
| NVDA | NVIDIA Corporation | 9.7% | +7.9% |
| AMZN | Amazon.com Inc | 7.0% | +7.4% |
| CME | CME Group Inc | 7.0% | +2.5% |
| BRK-A | Berkshire Hathaway Inc | 3.8% | +3.0% |
| CVX | Chevron Corp | 3.5% | +4.0% |
| ACN | Accenture plc | 3.0% | -10.5% |
| JPM | JPMorgan Chase & Co | 2.8% | +5.8% |
| BZH | Beazer Homes USA Inc | 2.6% | +76.7% |
| TSLA | Tesla Inc | 2.5% | -16.2% |
| AVGO | Broadcom Inc | 2.5% | +1.2% |
| LLY | Eli Lilly and Company | 2.2% | +9.3% |
| AXP | American Express Company | 2.2% | -6.6% |
| JNJ | Johnson & Johnson | 1.9% | +34.8% |
| META | Meta Platforms Inc. | 1.8% | +3.4% |
| XOM | Exxon Mobil Corp | 1.8% | +35.1% |
| CAVA | CAVA Group, Inc. | 1.8% | -34.6% |
| V | Visa Inc. Class A | 1.5% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | MSFT | 11.7% → 12.1% |
| Aug 31, 2026 | SELL | CME | 6.8% → 7.0% |
| Aug 31, 2026 | BUY | JNJ | 1.7% → 1.9% |
| Aug 31, 2026 | BUY | LLY | 1.3% → 2.2% |
| Aug 31, 2026 | BUY | AXP | 0.0% → 2.2% |
Investment Style Analysis
Wealthspire Advisors LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance Brokers and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Wealthspire Advisors LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Wealthspire’s investment philosophy is grounded in a disciplined, institutional-grade approach aimed at achieving long-term financial goals. The firm focuses on risk management through the implementation of diversified portfolios across various asset classes, including equities, fixed income, and alternatives. Their strategy is informed by an asset allocation model similar to those used by major endowments, emphasizing the importance of strategic allocation over market timing. Wealthspire prioritizes minimizing investment costs and turnover by incorporating passive strategies, ensuring that portfolios remain transparent, liquid, and tax-efficient while adhering to a consistent decision-making process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Wealthspire Advisors LLC.
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Frequently asked questions
How is the simulated portfolio for Wealthspire Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Wealthspire Advisors LLC's largest holding?
As of the latest filing, Wealthspire Advisors LLC's top position is Aon PLC (AON), representing 17.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Wealthspire Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +11.2% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.50, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Wealthspire Advisors LLC primarily invest in?
Wealthspire Advisors LLC has a strong preference for the Insurance Brokers sector, which makes up 17.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Wealthspire Advisors LLC's portfolio concentrated or diversified?
Wealthspire Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Wealthspire Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Wealthspire Advisors LLC tracks a Year-to-Date (YTD) return of +6.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mike LaMena manage Wealthspire Advisors LLC directly?
Yes, Mike LaMena serves as the key portfolio manager for Wealthspire Advisors LLC, overseeing the investment strategy and final capital allocation decisions.