AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Enspyre Wealth Advisors, Inc.
Enspyre Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Woodbury, MN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.
Quick answers
From the filingHow is Enspyre Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Enspyre Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Enspyre Wealth Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: up to $500 an hour (financial plans and consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Enspyre Wealth Advisors, Inc. located?
Enspyre Wealth Advisors, Inc.'s principal office is in Woodbury, MN, according to its Form ADV.
Is Enspyre Wealth Advisors, Inc. registered with the SEC or a state?
Enspyre Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300992.
How much does Enspyre Wealth Advisors, Inc. manage?
Enspyre Wealth Advisors, Inc. reports $217,747,144 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).
How have Enspyre Wealth Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Enspyre Wealth Advisors, Inc.: Regulatory assets under management: $129,614,486 in the October 2021 data and $217,747,144 in the October 2026 data, up 68%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Enspyre Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (54).
Does Enspyre Wealth Advisors, Inc. 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/300992
Does Enspyre Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Enspyre Wealth Advisor’s recommended minimum investment amount for establishing an account is $1,000,000." "Exceptions may be granted to these minimums upon request."
What changed in Enspyre Wealth Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $180,642,870 to $217,747,144 (+21%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Enspyre Wealth Advisor’s recommended minimum investment amount for establishing an account is $1,000,000.
Exceptions may be granted to these minimums upon request.
Hourly rate: up to $500 an hour (financial plans and consultations)
The brochure's wording
The charge for these plans is usually an hourly fee, but may also be a fixed fee. The hourly fee is up to $500 per hour and the fixed fee will not exceed $10,000.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$217,747,144 as of October 2026, filing dated March 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $217,747,144 | 3 | March 16, 2026 |
| October 2025 | $180,642,870 | 3 | January 29, 2025 |
| October 2024 | $159,256,746 | 2 | February 27, 2024 |
| October 2023 | $137,937,993 | 2 | March 22, 2023 |
| October 2022 | $157,726,332 | 2 | March 16, 2022 |
| October 2021 | $129,614,486 | 2 | August 13, 2021 |
Regulatory assets under management: $129,614,486 in the October 2021 data and $217,747,144 in the October 2026 data, up 68%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $180,642,870 to $217,747,144 (+21%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Enspyre Wealth Advisors, Inc. (CRD 300992): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/enspyre-wealth-advisors-inc-woodbury-mn-300992