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Enspyre Wealth Advisors, Inc.

● SEC registered since 2019CRD 300992SEC# 801-115080Woodbury, MN
Export (members)
Reg. AUM
$217.7M
Employees
3
Accounts
361
Location
Woodbury, MN

Enspyre Wealth Advisors, Inc. assets under management

Enspyre Wealth Advisors, Inc. is an SEC-registered investment adviser based in Woodbury, MN. The firm has been registered since 2019. It reports $217.7 million in regulatory assets under management and employs 3 people.
www.enspyrewealth.comView on SEC.gov ↗

Enspyre Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Heidi Jo Helmeke ControlCeo/Cco/OwnerOver 75%2019

Frequently asked questions

How much does Enspyre Wealth Advisors, Inc. manage?

Enspyre Wealth Advisors, Inc. reports $217.7 million in regulatory assets under management on its Form ADV.

How many employees does Enspyre Wealth Advisors, Inc. have?

Enspyre Wealth Advisors, Inc. reports 3 employees.

Where is Enspyre Wealth Advisors, Inc. located?

Enspyre Wealth Advisors, Inc. is based in Woodbury, MN and has been SEC-registered since 2019.

Does Enspyre Wealth Advisors, Inc. disclose fund performance?

Enspyre Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address724 Bielenberg Dr., Suite 144, Woodbury, MN 55125
Phone651-203-7920
Fax651-203-7921
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$217.7M
Non-discretionary$0
Total (RAUM)$217.7M