Retiresharp Wealth Management, LLC

Retiresharp Wealth Management, LLC (CRD# 309005) is a financial advisory firm headquartered in , . They manage $7,000,000 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $66,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Retiresharp Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derek Ifasi, financial advisor Tampa FL
Derek M. Ifasi
CRD#: 5574055
Tampa, FL

Derek Ifasi (CRD# 5574055) is an Investment Advisor Representative working at Retiresharp Wealth Management, LLC in Tampa, FL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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