CRD: 338050
Redspire Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2025
- Office Locations
- 1
Office Locations
About Redspire Wealth Management, LLC
Redspire Wealth Management, LLC is an Iowa-registered RIA serving individuals and families across career, wealth-building, and retirement transitions. The firm builds and implements financial plans and provides ongoing portfolio guidance and monitoring, with planning that can incorporate tax, estate, and insurance considerations. Portfolios are primarily ETF-based; custody includes Charles Schwab and the firm uses tools like RightCapital.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Nathan Nicolaisen
Chief Compliance Officer, FINANCIAL PLANNER, Owner
- CRD
- #7444816
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $189,110 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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