Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Enspire Wealth Management, LLC in Larkspur, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mark G. Leavitt, Cpa | Santa Rosa, CA | Oct 2023 - Current | < 1 |
| Enspire Wealth Management, LLC | Santa Rosa, CA | Mar 2023 - Current | 1 |
| Meritas Wealth Management | Larkspur, CA | Nov 2018 - Feb 2024 | 5 |
| Mark G Leavitt Cpa | Santa Rosa, CA | Aug 2001 - Dec 2020 | 19 |
| Leavitt Wealth Management, LLC | Santa Rosa, CA | Jan 2009 - Feb 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- CA
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$913,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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