Enspire Wealth Management, LLC

Enspire Wealth Management, LLC (CRD# 325723) is a financial advisory firm headquartered in Larkspur, CA. They manage $95,876,128 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

100 Larkspur Landing Circle, Larkspur, CA 94939

https://enspirewealth.com/

By the Numbers

Total Assets Under Management

96

MILLION
Total Number of Accounts

105

ACCOUNTS
Average Account Value

$913,106

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Enspire Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Mark G. Leavitt

CRD#: 5627143

3510 Unocal Pl, Suite 301, Santa Rosa, CA 95403

Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Enspire Wealth Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.

Kaden M. Wootton

CRD#: 7777226

3510 Unocal Place, Suite 301, Santa Rosa, CA 95403

Kaden Wootton (CRD# 7777226) is an Investment Advisor Representative working at Enspire Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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