{"url":"https://nivawealth.com/firms/enspyre-wealth-advisors-300992","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300992","regulatoryAum":217747144,"crd":"300992","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2302043","suffix":null,"lastName":"HELMEKE","firstName":"HEIDI","middleName":"JO"}],"total":1,"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":"2021-03-16","regulatoryAum":129614486,"clients":99,"employees":2,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":157726332,"clients":105,"employees":2,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":137937993,"clients":110,"employees":2,"offices":1},{"filedOn":"2024-02-27","regulatoryAum":159256746,"clients":120,"employees":2,"offices":1},{"filedOn":"2025-01-29","regulatoryAum":180642870,"clients":125,"employees":3,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":217747144,"clients":133,"employees":3,"offices":1}],"secFileNumber":"801-115080","legalName":"Enspyre 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planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"651-203-7920","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300992/PDF/300992.pdf","brochureDate":"16 March 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Enspyre Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Enspyre Wealth Advisors charge?","answer":"Enspyre Wealth Advisors charges up to 2.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.","source":"ENSPYRE ADV PART 2A, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Enspyre Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Enspyre Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Enspyre Wealth Advisors?","answer":"Enspyre Wealth Advisors’ direct owner is Heidi Helmeke (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Enspyre Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Enspyre Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 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."}