# 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.

- CRD: 300992
- Filed as: ENSPYRE WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodbury, MN
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300992
- AdvisorCensus page: https://advisorcensus.com/firm/enspyre-wealth-advisors-inc-woodbury-mn-300992

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $217,747,144
- Discretionary: $217,747,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $20,374,656 |
| High net worth individuals | 79 | $197,372,488 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enspyrewealth.com
- LinkedIn @enspyre-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $129,614,486 | 2 | August 13, 2021 |
| October 2022 | $157,726,332 | 2 | March 16, 2022 |
| October 2023 | $137,937,993 | 2 | March 22, 2023 |
| October 2024 | $159,256,746 | 2 | February 27, 2024 |
| October 2025 | $180,642,870 | 3 | January 29, 2025 |
| October 2026 | $217,747,144 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $180,642,870 to $217,747,144 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enspyre Wealth Advisors, Inc. (CRD 300992): Form ADV filing data as of October 2026.