← Back to searchVisit website
ENSPIRE WEALTH MANAGEMENT, LLC
CRD 325723 · SEC 801-128678
90 SOUTH E STREET, SUITE 300, SANTA ROSA, CA, 95404, United States
Phone
(707) 525-1099
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.3M
Discretionary AUM
$119.3M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.1M |
| High net worth individuals | 29 | $101.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD