PUBLIC-SOURCE PROFILE
Yoni Berhane
Senior Vice President
Wealthspire ↗
Office not confirmed, Not recorded
BACKGROUND & PLANNING FOCUS
Get to know Yoni.
Yoni Berhane advises professionals building wealth as well as high-net-worth executives and families with growing financial complexity. He combines analytical planning with attention to clients’ emotions and communication preferences. His practice also emphasizes education and serving investors who have historically been underrepresented in financial services.
- Reported firm
- Wealthspire
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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- Who holds my assets, and how would we communicate and measure progress?
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
Individual office not confirmed
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