WEALTHSPIRE RETIREMENT, LLC (NY)
Registration facts
SAM.gov registration as of
- SAM.gov registration
- Active
- Registration expiration date Feb 23, 2027
Registration
- UEI
- EKB4YB3GYE97
- CAGE code
- 538M4
- Business start date
- Apr 2, 2000 (26 years)
- Location
- New York, NY
- Website
- wealthspire.com
SBA certifications
No certification in the SBA profile data.
NAICS codes
Other contractors in New York with primary NAICS 523940
- Goldman Sachs Asset Management, L.PNew York, NY
- Schroder Investment Management North America IncNew York, NY
- Blackrock Financial Management IncNew York, NY
- Ramirez Asset Management, Inc.New York, NY
- Value Line IncNew York, NY
- Pzena Investment Management, LLCNew York, NY
Source: SAM.gov entity registration and FPDS contract actions recorded under UEI EKB4YB3GYE97. GovChime does not check exclusions.
Key Performance Statistics
View obligations by year, agencies and performance history
Capabilities
NAICS Codes
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Product/Service Codes
As of . Source: SAM.gov Goods & Services.
No PSC codes reported
Certifications
Business Types
Contracts
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Contact Info
As of . Source: SAM.gov Points of Contact.
SAM.gov registration for WEALTHSPIRE RETIREMENT, LLC lists a physical address and a separate mailing address, along with 3 verified points of contact. Past Performance contacts are the recommended outreach channel for due-diligence references; Government Business contacts handle procurement-facing correspondence.
Source: SAM.gov entity registration. Contacts displaying numeric or placeholder names have been filtered (defense-in-depth).
Physical Address
120 VANTIS DR
STE 400
ALISO VIEJO, CA, 92656
USA
Mailing Address
120 VANTIS, SUITE 400
ALISO VIEJO, CA, 92656
USA
Government Business Contact
JOEL SHAPIRO
120 VANTIS, SUITE 400
ALISO VIEJO, CA, 92656
USA
Electronic Business Contact
BRIAN YU
CCO
120 VANTIS, SUITE 400
ALISO VIEJO, CA, 92656
USA
Government Business Alternate Contact
HANNAH DOWLING
120 VANTIS, SUITE 400
ALISO VIEJO, CA, 92656
USA
Additional Details
As of . Source: SAM.gov Entity Registration.
WEALTHSPIRE RETIREMENT, LLC has no active federal suspension or debarment on record in SAM.gov. Current SAM.gov registration expires February 23, 2027.
Source: SAM.gov entity registration (FAR responses, registration status). Always verify active exclusions against the authoritative record on SAM.gov before contract award.
Compliance & Risk Assessment
Source: SAM.gov FAR responsesSuspension/Debarment Status
SAM.gov registration reports no active exclusion
Public Display
Entity information is publicly displayed
Business Structure
Source: SAM.govRegistration Details
Source: SAM.govDate Founded
Initial Registration
Last Update
Registration Activation
Registration Expiration
Fiscal Year End
State of Incorporation
Country of Incorporation
Congressional District
Entity Website