Respire Wealth Management, LLC

Respire Wealth Management, LLC (CRD# 288245) is a financial advisory firm headquartered in , . They manage $7,503,088 in 80 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $93,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NC, TX

Financial Advisors at Respire Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erika L. Jensen
CRD#: 5748762
Clyde, NC

Erika Jensen (CRD# 5748762) is an Investment Advisor Representative working at Respire Wealth Management, LLC in Clyde, NC and has over 13 years of experience in the finance industry.

2
Lisa A. Johnson
CRD#: 5585721
Clyde, NC

Lisa Johnson (CRD# 5585721) is an Investment Advisor Representative working at Respire Wealth Management, LLC in Clyde, NC and has over 11 years of experience in the finance industry.

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