Enspire Wealth Management, LLC
● SEC registered since 2023CRD 325723SEC# 801-128678Santa Rosa, CA
Reg. AUM
$119.3M
Employees
3
Accounts
130
Location
Santa Rosa, CA
Enspire Wealth Management, LLC assets under management
Enspire Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Santa Rosa, CA. The firm has been registered since 2023. It reports $119.3 million in regulatory assets under management and employs 3 people.
Enspire Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G or Raylene Leavitt Trs Control | Managing Member | Over 75% | 2023 |
| Mark Granville Leavitt Control | Cco, Principal, Trustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt Trs | Under 5% | 2023 |
| Raylene Marie Leavitt Control | Trustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt Trs | Under 5% | 2023 |
Frequently asked questions
How much does Enspire Wealth Management, LLC manage?
Enspire Wealth Management, LLC reports $119.3 million in regulatory assets under management on its Form ADV.
How many employees does Enspire Wealth Management, LLC have?
Enspire Wealth Management, LLC reports 3 employees.
Where is Enspire Wealth Management, LLC located?
Enspire Wealth Management, LLC is based in Santa Rosa, CA and has been SEC-registered since 2023.
Does Enspire Wealth Management, LLC disclose fund performance?
Enspire Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 South E Street, Suite 300, Santa Rosa, CA 95404 |
| Phone | (707) 525-1099 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.3Mregulatory AUM
Discretionary $119.3M