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Enspire Wealth Management, LLC

● SEC registered since 2023CRD 325723SEC# 801-128678Larkspur, CA
Export (members)
Reg. AUM
$104.7M
Employees
3
Accounts
123
Location
Larkspur, CA

Enspire Wealth Management, LLC assets under management

Enspire Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Larkspur, CA. The firm has been registered since 2023. It reports $104.7 million in regulatory assets under management and employs 3 people.

Enspire Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G or Raylene Leavitt Trs ControlManaging MemberOver 75%2023
Mark Granville Leavitt ControlCco, Principal, Trustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TrsUnder 5%2023
Raylene Marie Leavitt ControlTrustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TrsUnder 5%2023

Frequently asked questions

How much does Enspire Wealth Management, LLC manage?

Enspire Wealth Management, LLC reports $104.7 million in regulatory assets under management on its Form ADV.

How many employees does Enspire Wealth Management, LLC have?

Enspire Wealth Management, LLC reports 3 employees.

Where is Enspire Wealth Management, LLC located?

Enspire Wealth Management, LLC is based in Larkspur, CA and has been SEC-registered since 2023.

Does Enspire Wealth Management, LLC disclose fund performance?

Enspire Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939
Phone(707) 525-1099
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.7M
Non-discretionary$0
Total (RAUM)$104.7M