Investment adviser representative · Wealthspire Institutional, LLC
Ethan Nesheim
CRD 7707670 · Chicago, IL
At a glance
Ethan Nesheim is an investment adviser representative with Wealthspire Institutional, LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ethan’s SEC record dates to 2023, about 2 years ago.
Current advisory firms
- Wealthspire Institutional, LLCSince October 2026Chicago, IL · $98B in regulatory assets
- Wealthspire Retirement AdvisorySince December 2023Aliso Viejo, CA · $39B in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ethan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.