RIA Intel›Advisers›North Carolina›RESPIRE WEALTH MANAGEMENT, LLC

RESPIRE WEALTH MANAGEMENT, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$91K

across 89 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$7M

Non-Discretionary AUM$578K

Discretionary %92.8%

Total Clients61

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

LIONSIGHT CAPITAL, LLC

$8M

95 IMPACT PARTNERS, LLC

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CURATED CAPITAL & PLANNING LLC

LEWISVILLE, NC

$8M

WHITE WEALTH MANAGERS, LLC

$9M

J. BROOKS & COMPANY, LLC

$9M

PENSION PLANNING SOLUTIONS, INC.

GREENSBORO, NC

$9M

+12.5% 1Y

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