Domestic entity
EntityWEALTHSPIRE US PARENT, LLCStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Fiducient Advisors LLC
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 106720 · regulatory data as of Oct 8, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Fiducient Advisors LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$97.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,241Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$52.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$45.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Veronica Ei Chun Moo | Director - Wealthspire | 10/2025 | Individual | Yes | Less than 5% |
| Christopher Francis Kachmar | Chief Market Strategist | 04/2020 | Individual | Yes | Less than 5% |
| Carl Edward Nelson | President - Wealthspire | 10/2025 | Individual | Yes | Less than 5% |
| Robert Jay Hilzenrath | Director - Wealthspire | 10/2025 | Individual | Yes | Less than 5% |
| Brad L Long | Chief Investment Officer | 07/2023 | Individual | Yes | Less than 5% |
| Michael Edmond Goss | President | 10/2025 | Individual | Yes | Less than 5% |
| Brett Ronald Schneider | Director - Wealthspire | 10/2025 | Individual | Yes | Less than 5% |
| Michael Anthony Lamena | Chief Executive Officer - Wealthspire | 10/2025 | Individual | Yes | Less than 5% |
| Llc Wealthspire Us Parent | Owner | 10/2025 | Domestic entity | Yes | 75% or more |
| Brian J Yu | Chief Compliance Officer | 01/2026 | Individual | Yes | Less than 5% |
| Lisa Marie Moceri | Chief Operating Officer | 12/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityWEALTHSPIRE, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE II, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE I, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE TOPCO, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE HOLDCO, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPRE GP LLCStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE HOLDCO, LPStatusOWNERReported since10/2025Ownership75% or moreControl personYes
Domestic entity
EntityMDCP CO-INVESTORS (CHICAGO-C), L.P.StatusGENERAL PARTNERReported since10/2025OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVVE
Veronica Ei Chun Moo
Director - Wealthspire
CF
Christopher Francis Kachmar
Chief Market Strategist
CE
Carl Edward Nelson
President - Wealthspire
RJ
Robert Jay Hilzenrath
Director - Wealthspire
BL
Brad L Long
Chief Investment Officer
ME
Michael Edmond Goss
President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records9
Regulatory statusSEC registered investment adviser
SEC registration dateMar 27, 1995
CRD number106720