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ENSPIRE WEALTH MANAGEMENT, LLC

SANTA ROSA, CA · CRD 325723 · IAPD ↗ · enspirewealth.com · (707) 525-1099

$119.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ENSPIRE WEALTH MANAGEMENT, LLC moved its main office from SAN RAFAEL, CA to SANTA ROSA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2026 — ENSPIRE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2026 — ENSPIRE WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — ENSPIRE WEALTH MANAGEMENT, LLC moved its main office from LARKSPUR, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
March 2024 — ENSPIRE WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2024 — ENSPIRE WEALTH MANAGEMENT, LLC now reports custody of client assets ($74.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.