Enspire Wealth Management, LLC

RIASEC Registered

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$918K

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: Santa Rosa, California
CRD number: 325723
Registered since: September 5, 2023
Website: enspirewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.02%
Individuals7.62%
Corporations / Businesses5.25%
Pension & Profit Sharing Plans2.11%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Enspire Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (registration year 2023) and is owned by a combination of a domestic entity and an individual. Its client base is focused on individuals and families, and its core services are financial planning and portfolio management for individuals and small businesses. Enspire charges fees based on a percentage of assets under management and through fixed-fee arrangements. The adviser does not position itself as a capital allocator and does not advertise ESG investing as an area of emphasis. It is not described as a multi-state adviser, pension consultant, related adviser, or newly formed adviser in the provided materials.