Orathai
Kuvareewong
Wealthspire Advisors
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About this Advisor
Orathai Kuvareewong is a financial advisor based in Reston, Virginia with 2 years of industry experience. Kuvareewong is currently employed by Wealthspire Advisors. Throughout their career, Kuvareewong has worked at Capital Fiduciary Advisors, LLC and Wealthspire Advisors. Kuvareewong holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Virginia. Wealthspire Advisors is a business based out of New York, NY. The investment advisory business has offices in 17 locations and a total of 250 advisors. It controls $16 billion in assets under management among its 6,622 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 40 charities and foundations. Of its 6,622 customer accounts, 44% are associated with high-net-worth individuals who have more than $1 million in assets. Wealthspire Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services offered. Fees charged by Wealthspire Advisors likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$16,318,934,315
250
6,622
$2,464,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Orathai Kuvareewong Work History
Orathai has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Capital Fiduciary Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Orathai Kuvareewong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
New York, NY
New York, NY
Reston, VA
Madison, WI
New York, NY
New York, NY
New York, NY
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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