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| Keyboard |
| Enspire Wealth Management LLC
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|---|---|
| CRD # | 325723 |
| SEC # | 801-128678 |
| CIK # | |
| AUM | 119.3 M (2026-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 707-525-1099 |
| Address | 90 South E Street Santa Rosa, CA 95404 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 9.1 |
| (b) Individuals (high net worth individuals) | 29 | 101.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 119.3 |
| By Discretionary | ||
| Discretionary | 130 | 119.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 130 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 130 | 119.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Money Management Concepts Inc
✚
|
FL | 119.6 M |
|
Black Capital Management LLC
✚
|
119.6 M | |
|
Hicks & Associates Wealth Management LLC
✚
|
NC | 119.6 M |
|
Triad Investment Management LLC
✚
|
CA | 119.5 M |
|
Abacus Capital Advisors LLC
✚
|
FL | 119.5 M |
|
Yunistone Investment Group LLC
✚
|
IL | 119.5 M |
|
Rheeco Inc
✚
|
MA | 119.2 M |
|
Greenport Capital Advisors LLC
✚
|
MA | 119.2 M |
|
Freedom Value Partners LLC
✚
|
119.1 M | |
|
Singer Wealth Management LLC
✚
|
119.0 M |