Respire Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288245
- Website
- www.onthemarkfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.28%
- HNWI42.05%
- Corporations / Businesses0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Respire Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients as well as some institutional relationships. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. The firm is not an active ESG investor and is not positioned as a capital allocator to external managers.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities18%
- Cash & Cash Equivalents17%
- US Government Bonds3%
Contacts
2 of 2
Erika Jensen
Managing MemberCRD 5748762
Lisa Johnson
Investment Advisor RepresentativeCRD 5585721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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