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RIA / WealthAdvisor40 years in industry

GARY RICHARD SOBELMAN

Advisor at WEALTHSPIRE ADVISORS

Potomac, MD

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Search this name across graphsid dfx:ria:d680e9af-6d56-6a97-5090-cd2a67a0bc09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 26, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 25, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 25, 1985
First registration: Oct 26, 2000
Dual registered: no
IAPD individual key: 1411148

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE ADVISORS	Independent wealth	Jan 4, 2021	n/a	yes	Potomac, MD	Current employment
WEALTHSPIRE ADVISORS	Former SEC adviser	Sep 22, 2015	Dec 31, 2020	no	PLYMOUTH MEETING, PA\|POTOMAC, MD	Previous registration
HIGHLINE WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 19, 2010	Sep 1, 2015	no	BETHESDA, MD\|PLYMOUTH MEETING, PA	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 3, 2007	Dec 31, 2009	no	RADNOR, PA	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Aug 18, 2005	May 3, 2007	no	RADNOR, PA	Previous registration
HILLVIEW CAPITAL ADVISORS, LLC	Former SEC adviser	Oct 26, 2000	Dec 31, 2004	no	ARDMORE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	RIA to RIA
HIGHLINE WEALTH MANAGEMENT, LLC	WEALTHSPIRE ADVISORS	Sep 1, 2015	Sep 22, 2015	21	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	HIGHLINE WEALTH MANAGEMENT, LLC	Dec 31, 2009	Jan 19, 2010	19	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	May 3, 2007	May 3, 2007	0	Firm change	Other
HILLVIEW CAPITAL ADVISORS, LLC	LYDIAN WEALTH MANAGEMENT COMPANY, LLC	Dec 31, 2004	Aug 18, 2005	230	Firm change	Other

Relationships

Registered with (6)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Sep 22, 2015 to Dec 31, 2020factForm ADV
→ HIGHLINE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 19, 2010 to Sep 1, 2015factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 3, 2007 to Dec 31, 2009factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Aug 18, 2005 to May 3, 2007factForm ADV
→ HILLVIEW CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 26, 2000 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.