SANTA ROSA, CACRD 325723Latest ADV February 18, 2026
Enspire Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Rosa, CA. Its latest Form ADV filing, dated February 18, 2026, reports $119M in regulatory assets under management, 3 employees, 1 office, and 130 accounts.
Assets Under Management
$119M
Employees
3
Offices
1 office
Total Clients
52
Primary office
SANTA ROSA, CA
90 SOUTH E STREET, SUITE 300, SANTA ROSA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
29
2
Individuals
44.2%
23
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of February 18, 2026
Discretionary100.0%
$119M
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.
Latest AUM$119M
Total Accounts130
10Y AUM Change+$119M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee17:1
10Y Employee Change+1 (+50.0%)
* 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.