Redspire Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$189,110
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$94,555
About
Redspire Wealth Management, LLC provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients. The firm delivers ongoing financial planning services (covering retirement, tax, estate, business planning, and cash flow) and manages portfolios across equities, fixed income, mutual funds, ETFs, and cash equivalents.
The firm’s investment process combines modern portfolio theory and fundamental analysis, using a mix of passive and active strategies to construct asset allocation targets and individualized investment policies. Redspire typically exercises discretionary trading authority, pursues a generally long-term buy-and-hold approach while permitting tactical short-term trades, and directs custody and execution through a single recommended custodian.
Notable distinctions include the firm’s recent formation as a sole-advisor RIA with a very small reported client base and assets under management, and its explicit focus on serving higher-net-worth individuals rather than a broad set of non‑HNW retail clients. Redspire’s practice of requiring a specific custodian for client accounts and combining percentage‑of‑AUM management with standalone financial-planning engagements may be atypical among similarly sized independent firms.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
Fee-only: Financial Planning initial fee $2,500 - $10,000; ongoing fixed fee $100 - $500 per month
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Redspire Wealth Management, LLC
West Des Moines IA, United States
Number of offices
1
Forms ADV
Quick links
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