Enspire Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Enspire Wealth Management reports 52 clients. They include 29 high-net-worth individuals and 23 individual clients. Of its assets, 100.0% ($119M across 130 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 8% |
| High-net-worth individuals | 56% | 85% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $9.09M | 7.6% | $395K |
| High-net-worth individuals | 29 | $101M | 85.0% | $3.5M |
| Pension and profit-sharing plans | Fewer than 5 | $2.52M | 2.1% | — |
| Corporations and other businesses | Fewer than 5 | $6.26M | 5.2% | — |
| Total | 52 | $119M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $9.09M
- AUM share
- 7.6%
- Avg. per client
- $395K
- Clients
- 29
- Regulatory AUM
- $101M
- AUM share
- 85.0%
- Avg. per client
- $3.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.52M
- AUM share
- 2.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.26M
- AUM share
- 5.2%
- Avg. per client
- —
Total
- Clients
- 52
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Enspire Wealth Management charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Included with management; for portfolios below the $1,000,000 minimum, a negotiable fixed fee of $2,500 to $7,000 for a financial plan.
2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS owns 75% or more of Enspire Wealth Management. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Enspire Wealth Management, LLC
2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS
Control person · since March 2023
Enspire Wealth Management’s regulatory assets grew from $95.9M (February 2024) to $119M (September 2026); clients rose from 43 to 52 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $119M | 52 | 3 | 2 |
| Jun 2025June 2025 | $105M | 49 | 3 | 2 |
| Feb 2024February 2024 | $95.9M | 43 | 2 | 2 |
Besides its headquarters, Enspire Wealth Management has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 90 South E Street, Suite 300, Santa RosaHQ
- 600 California St., San Francisco
Contact and registration details
- Legal name
- Enspire Wealth Management, LLC
- Headquarters
- 90 South E Street, Suite 300, Santa Rosa, CA 95404
- Website
- enspirewealth.com
- Phone
- 707-525-1099
- @enspire-wealth-management-llc
- SEC file
- 801-128678
- Structure
- California LLC
- Fiscal year end
- December
Enspire Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($119M). Enspire Wealth Management has custody of $63M for 32 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $119M100%
At year end, Enspire Wealth Management’s separately managed accounts were mostly in funds (55%) and stocks (44%).
What the accounts hold
- Stocks44%
- Funds55%
- Cash1%
How many clients does Enspire Wealth Management have?
Enspire Wealth Management has 52 clients and manages $119 million for them, as of September 2026. They include 29 high-net-worth individuals and 23 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Enspire Wealth Management offer?
Enspire Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Enspire Wealth Management charge?
Enspire Wealth Management charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: ENSPIRE WEALTH MANAGEMENT ADV2A & 2B, filed 29 September 2026
Which custodians does Enspire Wealth Management use?
Enspire Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Enspire Wealth Management have?
Enspire Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Enspire Wealth Management invest in?
At the end of its last fiscal year, Enspire Wealth Management’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Enspire Wealth Management?
Enspire Wealth Management’s direct owner is 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Enspire Wealth Management get paid?
Enspire Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Enspire Wealth Management?
Enspire Wealth Management’s main office is at 90 South E Street, Suite 300, Santa Rosa, CA 95404. Its phone number is 707-525-1099. Its website is enspirewealth.com.
