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Chief Operations Officer · Wealthspire Advisors

Channing Olson

CRD 8195134 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Wealthspire Advisors, an SEC-registered wealth manager based in New York, NY with $34.3 billion in regulatory assets, lists Channing Olson on its Form ADV as Chief Operations Officer, a control person. The SEC filings also name Channing at 1 other registered adviser.

Firms and roles

AtlasMembers

Channing’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Channing on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Channing’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.