$16.3M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
-- Tampa FL
About Retiresharp Wealth Management, LLC
Retiresharp Wealth Management, LLC is a Tampa-based RIA. The firm has been operating for 6 years. Managing $16.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$16.3M AVG AUM / ADVISOR
$119.5K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
DEREK MICHAEL IFASI
Broker, Chief Compliance Officer, Managing Member
- CRD
- #5574055
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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