ENSPYRE WEALTH ADVISORS, INC.

Overview

Enspyre Wealth Advisors, Inc. is an independent registered investment adviser that works primarily with individual and family clients. The firm offers comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which allows flexibility for ongoing portfolio management and one-off planning engagements. Investment activity centers on pooled public funds and mutual funds as the primary vehicles for client exposure. The firm is not positioned as an ESG-focused manager and does not act as a capital allocator; instead it sources third-party managers when clients need exposure beyond traditional public markets. Enspyre uses external alternative managers for targeted allocations to hedge funds, real estate and private credit, while also employing annuities and corporate debt instruments where appropriate to meet income and liability-matching objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices