Enspyre Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Enspyre Wealth Advisors reports 133 clients. They include 79 high-net-worth individuals and 54 individual clients. Of its assets, 100.0% ($218M across 361 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 9% |
| High-net-worth individuals | 59% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 54 | $20.4M | 9.4% | $377K |
| High-net-worth individuals | 79 | $197M | 90.6% | $2.5M |
| Total | 133 | $218M | 100% | $1.64M |
- Clients
- 54
- Regulatory AUM
- $20.4M
- AUM share
- 9.4%
- Avg. per client
- $377K
- Clients
- 79
- Regulatory AUM
- $197M
- AUM share
- 90.6%
- Avg. per client
- $2.5M
Total
- Clients
- 133
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $1.64M
- 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
- 101–250
Enspyre Wealth Advisors charges up to 2.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Plans and Consultations
- Financial plans are billed at an hourly fee of up to $500 or a fixed fee not exceeding $10,000, negotiable, payable on delivery of the plan.
- Ongoing Financial Consultations
- Ongoing consultations for clients below account minimums are billed quarterly in advance at a yearly fee not exceeding $10,000, negotiable.
Heidi Helmeke owns 75% or more of Enspyre Wealth Advisors. It has 3 employees, 1 of them in advisory roles.
Leadership
Heidi HelmekeCEO/CCO/Owner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Enspyre Wealth Advisors, Inc.
Heidi Helmeke
Control person · since January 2019
Enspyre Wealth Advisors’ regulatory assets grew 1.7× from $130M (March 2021) to $218M (March 2026); clients rose from 99 to 133 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $218M | 133 | 3 | 1 |
| January 2025 | $181M | 125 | 3 | 1 |
| February 2024 | $159M | 120 | 2 | 1 |
| March 2023 | $138M | 110 | 2 | 1 |
| March 2022 | $158M | 105 | 2 | 1 |
| March 2021 | $130M | 99 | 2 | 1 |
Besides its headquarters, Enspyre Wealth Advisors has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 724 Bielenberg DR., Suite 144, WoodburyHQ
Contact and registration details
- Legal name
- Enspyre Wealth Advisors, Inc.
- Headquarters
- 724 Bielenberg DR., Suite 144, Woodbury, MN 55125
- Website
- enspyrewealth.com
- Phone
- 651-203-7920
- @enspyre-wealth-advisors
- SEC file
- 801-115080
- Structure
- Minnesota corporation
- Fiscal year end
- December
Enspyre Wealth Advisors does not have custody of client assets.
At year end, Enspyre Wealth Advisors’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks2%
- Funds94%
- Cash4%
How many clients does Enspyre Wealth Advisors have?
Enspyre Wealth Advisors has 133 clients and manages $218 million for them, as of March 2026. They include 79 high-net-worth individuals and 54 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Enspyre Wealth Advisors offer?
Enspyre Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Enspyre Wealth Advisors charge?
Enspyre Wealth Advisors charges up to 2.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
How many financial advisors does Enspyre Wealth Advisors have?
Enspyre Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 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 Enspyre Wealth Advisors invest in?
At the end of its last fiscal year, Enspyre Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Enspyre Wealth Advisors?
Enspyre Wealth Advisors’ direct owner is Heidi Helmeke (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Enspyre Wealth Advisors get paid?
Enspyre Wealth Advisors is paid through a percentage of assets under management, hourly charges 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 Enspyre Wealth Advisors?
Enspyre Wealth Advisors’ main office is at 724 Bielenberg DR., Suite 144, Woodbury, MN 55125. Its phone number is 651-203-7920. Its website is enspyrewealth.com.