# Respire Wealth Management, LLC

> Respire Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 288245
- Filed as: RESPIRE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288245
- AdvisorCensus page: https://advisorcensus.com/firm/respire-wealth-management-llc-288245

## Quick answers

**How is Respire Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Respire Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Respire Wealth Management, LLC registered with the SEC or a state?**
Respire Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288245.

**How much does Respire Wealth Management, LLC manage?**
Respire Wealth Management, LLC reports $8,070,518 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**What types of clients does Respire Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (2); corporations or other businesses not listed above (2).

**Does Respire Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288245

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,070,518
- Discretionary: $7,492,208
- Non-discretionary: $578,310

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $4,622,733 |
| High net worth individuals | 2 | $3,393,429 |
| Corporations or other businesses not listed above | 2 | $54,356 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [onthemarkfinancial.com](https://onthemarkfinancial.com)
- [respirewealth.com](https://respirewealth.com)
- Facebook @ONTHEMARKFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Respire Wealth Management, LLC (CRD 288245): Form ADV filing data as of October 2026.