Redspire Wealth Management, LLC

RIASEC Registered
Total AUM
$189K
Discretionary
$189K
100% of AUM
Avg account
$94.6K
Accounts
2
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Nathan Nicolaisen

    Nathan Nicolaisen

    Owner & CCOCRD 7444816

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth