|
⚲
|
| Enspyre Wealth Advisors Inc
✚
| |
|---|---|
| CRD # | 300992 |
| SEC # | 801-115080 |
| CIK # | |
| AUM | $159.3 MM (2024-02-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 651-203-7920 |
| Address | 724 Bielenberg Dr Woodbury, MN 55125 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 18.1 |
| (b) Individuals (high net worth individuals) | 70 | 141.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 159.3 |
| By Discretionary | ||
| Discretionary | 315 | 159.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 159.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.3 | |
| Total | 315 | 159.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
WH CornerStone Investments Inc
✚
|
MA | 0.2 |
|
Dale Buckner Inc
✚
|
TX | 0.2 |
|
Kahler Financial Group Inc
✚
|
SD | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 0.2 |