Enspyre Wealth Advisors, Inc.
● SEC registered since 2019CRD 300992SEC# 801-115080Woodbury, MN
Reg. AUM
$217.7M
Employees
3
Accounts
361
Location
Woodbury, MN
Enspyre Wealth Advisors, Inc. assets under management
Enspyre Wealth Advisors, Inc. is an SEC-registered investment adviser based in Woodbury, MN. The firm has been registered since 2019. It reports $217.7 million in regulatory assets under management and employs 3 people.
Enspyre Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heidi Jo Helmeke Control | Ceo/Cco/Owner | Over 75% | 2019 |
Frequently asked questions
How much does Enspyre Wealth Advisors, Inc. manage?
Enspyre Wealth Advisors, Inc. reports $217.7 million in regulatory assets under management on its Form ADV.
How many employees does Enspyre Wealth Advisors, Inc. have?
Enspyre Wealth Advisors, Inc. reports 3 employees.
Where is Enspyre Wealth Advisors, Inc. located?
Enspyre Wealth Advisors, Inc. is based in Woodbury, MN and has been SEC-registered since 2019.
Does Enspyre Wealth Advisors, Inc. disclose fund performance?
Enspyre Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 724 Bielenberg Dr., Suite 144, Woodbury, MN 55125 |
| Phone | 651-203-7920 |
| Fax | 651-203-7921 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.7M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$217.7Mregulatory AUM
Discretionary $217.7M