{"url":"https://nivawealth.com/firms/enspire-wealth-management-325723","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325723","regulatoryAum":119296012,"crd":"325723","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5627143","suffix":null,"lastName":"LEAVITT","firstName":"MARK","middleName":"GRANVILLE"},{"crd":"7777226","suffix":null,"lastName":"Wootton","firstName":"Kaden","middleName":"Matthew"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-02-29","regulatoryAum":95876128,"clients":43,"employees":2,"offices":2},{"filedOn":"2025-06-09","regulatoryAum":104665533,"clients":49,"employees":3,"offices":2},{"filedOn":"2026-09-29","regulatoryAum":119296012,"clients":52,"employees":3,"offices":2}],"secFileNumber":"801-128678","legalName":"Enspire Wealth Management, LLC","displayName":"Enspire Wealth Management","slug":"enspire-wealth-management-325723","website":"https://enspirewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/325723/18b0311d6fb613e1-r1.webp","tone":"dark","width":784,"height":200,"sourceUrl":"https://enspirewealth.com/","sourceLabel":"Enspire Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/enspire-wealth-management-llc/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"90 South E Street, Suite 300","city":"Santa Rosa","state":"CA","stateName":"California","country":"United States","postalCode":"95404"},"tradeNames":[],"registration":{"secApproved":"5 September 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2125354.269230769,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":119296012,"discretionary":119296012,"discretionaryAccounts":130,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":23,"regulatoryAum":9090692},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":101427730},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":2518677},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":6258913}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":2000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":null,"pct":0.4,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059522","versionId":1059522,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-29","documentName":"ENSPIRE WEALTH MANAGEMENT ADV2A & 2B","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059522","versionId":1059522,"submittedOn":"2026-09-29","documentName":"ENSPIRE WEALTH MANAGEMENT ADV2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:27:54.145259+00:00","documents":[{"name":"ENSPIRE WEALTH MANAGEMENT ADV2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059522","versionId":1059522,"submittedOn":"2026-09-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":119296012}],"custodyNote":"Enspire Wealth Management has custody of $63M in client assets for 32 clients.","otherCustodians":[],"leadership":[{"name":"Mark Leavitt","title":"CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS","crd":"5627143"},{"name":"Raylene Leavitt","title":"Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS","crd":"6155142"}],"ownership":[{"label":"2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRS","detail":"Managing member in the 75% or more ownership band and a control person, since March 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"90 South E Street, Suite 300","city":"Santa Rosa","headquarters":true},{"street":"600 California St.","city":"San Francisco"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"707-525-1099","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":44},{"label":"Securities issued by registered investment companies or business development companies","percent":55},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"29 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325723/PDF/325723.pdf","brochureDate":"29 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059522","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Enspire Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Enspire Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Enspire Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Enspire Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Enspire Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Enspire Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Enspire Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Enspire Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Enspire Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}