Firm profile

ENSPYRE WEALTH ADVISORS, INC.

WOODBURY, MNCRD 300992Latest ADV March 16, 2026

Enspyre Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Woodbury, MN. Its latest Form ADV filing, dated March 16, 2026, reports $218M in regulatory assets under management, 3 employees, and 361 accounts.

Assets Under Management
$218M
Employees
3
Offices
--
Total Clients
133
Primary office
WOODBURY, MN
724 BIELENBERG DR., SUITE 144, WOODBURY, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOHeidi J. Helmeke
CCOHeidi J. Helmeke

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 59.4% of total clients.
Top client categories% of clientsClients
1
HNWI
59.4%
79
2
Individuals
40.6%
54

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$218Mas of March 16, 2026
Discretionary100.0%
$218M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$218M
Total Accounts361
10Y AUM Change+$218M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee44:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.