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ENSPIRE WEALTH MANAGEMENT, LLC

UUIDd1519ee4-ecb6-5225-9d9c-404a2bb8aac3
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:24:37

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 325723 325723 1.0
sec_file_number 801-128678 801-128678

Profile

Websitehttps://enspirewealth.com/
HQ CityLARKSPUR
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)104,665,533.0
  • RAUM (discretionary)104,665,533.0
  • Actionable assets96,119,668.0
  • Accounts123.0

Institutional Clients

  • Government AUM
  • Pension AUM1,809,543.0
  • Charitable AUM
  • HNW AUM88,109,551.0

As of 2025-06-09 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS MANAGING MEMBER OFFICER
{"filing_id": "2014728", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LEAVITT, MARK, GRANVILLE CCO, PRINCIPAL, TRUSTEE OF THE 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS OFFICER
{"filing_id": "2014728", "owner_id": "5627143", "source": "adv_part1", "table": "Schedule_A_B"}
LEAVITT, RAYLENE, MARIE TRUSTEE OF THE 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS OFFICER
{"filing_id": "2014728", "owner_id": "6155142", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1