ENSPIRE WEALTH MANAGEMENT, LLC

Overview

Enspire Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm manages client relationships on a discretionary basis and charges fees both as a percentage of assets under management and via fixed-fee arrangements. Its reported activities emphasize use of pooled public funds—primarily mutual funds—as the core building blocks of client portfolios, complemented by targeted real estate exposures. The firm is not an active ESG investor and does not position itself as a multi-state adviser. Investment approach centers on outsourced, manager-driven exposures rather than heavy direct-stock concentration. That orientation suggests Enspire favors diversified mutual fund sleeves and third‑party real‑estate managers to deliver broad market exposure, income and inflation protection while keeping implementation and ongoing monitoring centralized on the adviser’s platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices