| Owner | Title | From | %Ownership |
|---|---|---|---|
| Friedman, Gregory, Hugh | Chief Strategy Officer | 01/2022 | < 5% |
| Sontag, Howard, Vaughn | SR. Managing Director | 01/2022 | < 5% |
| Schneider, Brett, Ronald | Director | 01/2022 | < 5% |
| Lieser, Lori, Michell | Vice President | 01/2022 | < 5% |
| Sontag, Eric, Matthew | President & Chief Operations Officer | 01/2022 | < 5% |
| O'malley, Edward, George | Director | 01/2022 | < 5% |
| Moo, Veronica, Ei Chun | Director | 01/2022 | < 5% |
| Stastney, Hoyt, Ronald | Chief Legal Officer | 01/2022 | < 5% |
| Lamena, Michael, Anthony | Chief Executive Officer | 01/2022 | < 5% |
| Del Priore, Michael, J | Chief Compliance Officer | 01/2022 | < 5% |
| Powers, Brian, David | Chief Financial Officer | 01/2022 | < 5% |
| Decarlo, James, Edwin | Chief Growth Officer | 01/2022 | < 5% |
| Moriarty, Michael, Joseph | Chief Investment Officer | 01/2022 | < 5% |
| Wealthspire Advisors | Owner | 01/2022 | > 75% |
| Wealthspire Holdings, LLC | Member | 11/2017 | > 75% |
| NFP Corp. | Owner | 11/2017 | > 75% |
| NFP Intermediate Holdings B. Corp. | Owner | 07/2013 | > 75% |
| NFP Intermediate Holdings A. Corp. | Owner | 07/2013 | > 75% |
| NFP Parent Co, LLC | Owner | 10/2014 | > 75% |
| NFP Holdings, LLC | Owner | 07/2013 | > 75% |
| NFP Ultimate Holdings, LLC | Owner | 02/2017 | > 75% |
| Patriot SPV, L.P. | Owner | 03/2021 | > 75% |
| Patriot SPV GP, L.P. | General Partner | 03/2021 | |
| Madison Dearborn Partners | General Partner | 04/2021 |
