Mark Leavitt has been CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS of Enspire Wealth Management since March 2023, is a control person of the firm and directly owns under 5% of it. Mark Leavitt holds a Degree in accounting from San Jose State University.
Enspire Wealth Management, LLC is a Santa Rosa, CA firm with $119M under management, 52 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Mark Leavitt of Enspire Wealth Management took over a small tax practice in Sebastopol and purchased another a few years later. He opened Leavitt Wealth Management in 2009 to work as an investment advisor. He has served on various local committees and boards, including as President of the Fountaingrove Club's board during the 2017 fires.
Mark Leavitt’s longest registration was 9 years at Leavitt Wealth Management, LLC (2009–2019). Before joining Enspire Wealth Management in 2023, Mark Leavitt was registered through Meritas Wealth Management, LLC and Leavitt Wealth Management, LLC.
- – present · 3 yearsSanta Rosa, CA · Adviser representative · Firm CRD 325723
- Meritas Wealth Management, LLC– · 5 yearsSanta Rosa, CA · Adviser representative · Firm CRD 148565
- Leavitt Wealth Management, LLC– · 9 yearsSanta Rosa, CA · Adviser representative · Firm CRD 148915
Professional designations
Listed by Enspire Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Mark Leavitt is registered as an investment adviser representative in 2 states. The first approvals date from September 2023; the most recent is Texas, in October 2023.
- CaliforniaSince 5 September 2023
- TexasSince 3 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Granville Leavitt
- CRD
- 5627143
- Firm
- Enspire Wealth Management · CRD 325723
- Role
- CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS
- Office
- 90 SOUTH E STREET, SUITE 300, Santa Rosa, CA 95404
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- enspirewealth.com
Where does Mark Leavitt work?
Mark Leavitt has been CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS of Enspire Wealth Management, LLC since March 2023, and is a control person of the firm.
Is Mark Leavitt a financial advisor?
Yes. Mark Leavitt has a current investment-adviser registration in California and Texas, through Enspire Wealth Management since September 2023.
How many years of experience does Mark Leavitt have?
Mark Leavitt has 17 years in the financial industry, since March 2009, across 3 adviser firms.
What exams has Mark Leavitt passed?
Mark Leavitt passed the Series 65 in November 2008.
Where did Mark Leavitt work before Enspire Wealth Management?
Before Enspire Wealth Management, Mark Leavitt was registered through Leavitt Wealth Management, LLC, March 2009 to February 2019.
Where is Mark Leavitt based?
Mark Leavitt’s registered office is in Santa Rosa, CA.
Is Mark Leavitt registered with FINRA?
No. Mark Leavitt has no current broker registration.
How can I verify Mark Leavitt’s record?
Search CRD 5627143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Leavitt’s full registration record.