Redspire Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338050
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Redspire Wealth Management, LLC is a small, independent registered investment advisor that serves individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an individual owner structure and charges clients either a percentage of assets under management or fixed fees. Redspire does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Investment activity is concentrated and equity-oriented. The firm’s filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, suggesting a straightforward, liquid approach to market exposure rather than heavy use of complex structures or broad third‑party capital allocation. Advisory services are delivered directly to a very small client base, reflecting a boutique practice model rather than a scale-driven advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nathan Nicolaisen
Owner & CCOCRD 7444816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations