Overview
Assets Under Management: $119 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 29
Average Client Assets: $3 million
Frequently Asked Questions
ENSPIRE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325723), ENSPIRE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ENSPIRE WEALTH MANAGEMENT, LLC is headquartered in SANTA ROSA, CA.
ENSPIRE WEALTH MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, ENSPIRE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ENSPIRE WEALTH MANAGEMENT, LLC manages $119 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, ENSPIRE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 325723
Filing ID: 2054409
Last Filing Date: 2026-02-18 13:41:49