Enspire Wealth Management, LLC
Enspire Wealth Management, LLC is an SEC-registered wealth manager in Santa Rosa, CA with $119.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Enspire Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325723, SEC 801-128678, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $119.3M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Santa Rosa, CA
- Employees
- 3
- Clients
- 52
- CRD
- 325723
- Ownership
- 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS; LEAVITT, MARK, GRANVILLE; LEAVITT, RAYLENE, MARIE
How much AUM does Enspire Wealth Management, LLC have?
Enspire Wealth Management, LLC reported $119.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Enspire Wealth Management, LLC?
Disclosed owners and executives of Enspire Wealth Management, LLC include 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS, LEAVITT, MARK, GRANVILLE, LEAVITT, RAYLENE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.