|
⚲
|
| Keyboard |
| Enspyre Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 300992 |
| SEC # | 801-115080 |
| CIK # | |
| AUM | 217.7 M (2026-03-16) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 651-203-7920 |
| Address | 724 Bielenberg Dr Woodbury, MN 55125 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 20.4 |
| (b) Individuals (high net worth individuals) | 79 | 197.4 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 217.7 |
| By Discretionary | ||
| Discretionary | 361 | 217.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 361 | 217.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.7 | |
| Total | 361 | 217.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Teams Alliance Inc
✚
|
CA | 223.9 M |
|
McCartney Wealth Management LLC
✚
|
MO | 220.7 M |
|
E-Wealth Partners LLC
✚
|
MN | 218.7 M |
|
Delta Advisory Group Inc
✚
|
FL | 216.3 M |
|
Gragg & Gragg LLP
✚
|
NC | 215.4 M |
|
UTA LLC
✚
|
WA | 214.6 M |
|
Locker Financial Services LLC
✚
|
NJ | 213.8 M |
|
Schmidt Jacob Aaron
✚
|
IN | 212.6 M |
|
Coastwise Capital Group LLC
✚
|
CA | 212.2 M |
|
Altius Financial Inc
✚
|
CO | 212.2 M |