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- Custodian
- Charles Schwab & Company · Merrill Lynch · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2017
- Office Locations
- 2
Office Locations
About Respire Wealth Management, LLC
Respire Wealth Management, LLC is an RIA led by Erika Jensen providing financial planning and investment/portfolio management, including retirement, tax and estate planning and insurance/annuity guidance. The firm publishes market and investor-behavior insights and makes it easy to schedule 15-minute consults or formal planning sessions. Investment implementation includes ETFs, mutual funds, and fixed income; custody includes Schwab and Merrill Lynch.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIKA L JENSEN
Chief Compliance Officer, Executive Director, Managing Member
- CRD
- #5748762
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LISA ANNE JOHNSON
Principal Managing Partner
- CRD
- #5585721
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,492,208 | -- |
| Non-Discretionary | $578,310 | -- |
| Total | $8,070,518 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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