# Enspire Wealth Management, LLC

> Enspire Wealth Management, LLC is an SEC-registered investment advisory firm in Santa Rosa, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 325723
- Filed as: ENSPIRE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325723
- AdvisorCensus page: https://advisorcensus.com/firm/enspire-wealth-management-llc-santa-rosa-ca-325723

## Quick answers

**How is Enspire Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enspire Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Enspire Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Flat fee: $2,500 to $7,000 (a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Enspire Wealth Management, LLC located?**
Enspire Wealth Management, LLC's principal office is in Santa Rosa, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Enspire Wealth Management, LLC registered with the SEC or a state?**
Enspire Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325723.

**How much does Enspire Wealth Management, LLC manage?**
Enspire Wealth Management, LLC reports $119,296,012 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Enspire Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Enspire Wealth Management, LLC: Regulatory assets under management: $0 in the October 2023 data and $119,296,012 in the October 2026 data. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Enspire Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (23).

**Which custodians does Enspire Wealth Management, LLC use?**
Enspire Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Enspire Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325723

**Does Enspire Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "Generally, Enspire requires clients to maintain a minimum account size of $1,000,000. Withdrawal of significant funds may result in a request for additional fund deposits to continue with management of accounts."

**What changed in Enspire Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $104,665,533 to $119,296,012 (+14%). No longer lists an office in Santa Rosa, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $1,000,000

> Generally, Enspire requires clients to maintain a minimum account size of $1,000,000. Withdrawal of significant funds may result in a request for additional fund deposits to continue with management of accounts.

- Flat fee: $2,500 to $7,000 (a financial plan)

> When a client’s managed portfolio does not meet Enspire’s $1,000,000 account size minimum, we charge a negotiable fixed fee ranging from $2,500 to $7,000 for a financial plan

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,296,012
- Discretionary: $119,296,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $9,090,692 |
| High net worth individuals | 29 | $101,427,730 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,518,677 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,258,913 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- enspirewealth.com
- LinkedIn @enspire-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | October 2, 2023 |
| October 2024 | $95,876,128 | 2 | February 29, 2024 |
| October 2025 | $104,665,533 | 3 | June 9, 2025 |
| October 2026 | $119,296,012 | 3 | September 29, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $119,296,012 in the October 2026 data.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $104,665,533 to $119,296,012 (+14%).
- No longer lists an office in Santa Rosa, CA.

### February 2026
- Changed its office addresses in Santa Rosa, CA.
- Added an office in San Francisco, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enspire Wealth Management, LLC (CRD 325723): Form ADV filing data as of October 2026.