Overview
Assets Under Management: $181 million
Headquarters: WOODBURY, MN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
ENSPYRE WEALTH ADVISORS, INC. 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 #300992), ENSPYRE WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
ENSPYRE WEALTH ADVISORS, INC. is headquartered in WOODBURY, MN.
ENSPYRE WEALTH ADVISORS, INC. serves 74 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, ENSPYRE WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ENSPYRE WEALTH ADVISORS, INC. manages $181 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, ENSPYRE WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 300992
Last Filing Date: 2025-01-29 00:00:00
Website: https://enspyrewealth.com