ENSPIRE WEALTH MANAGEMENT, LLC

100 Larkspur Landing Circle
Larkspur, California 94939
Tel: (707) 525-1099

About ENSPIRE WEALTH MANAGEMENT, LLC

ENSPIRE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ENSPIRE WEALTH MANAGEMENT, LLC. The firm was established in 09/05/2023. They have over 2 offices throughout the country.

ENSPIRE WEALTH MANAGEMENT, LLC is a Larkspur, California based Financial Planning firm with nearly $95,876,128 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325723
SEC#	801-128678
Assets Managed by Firm	$95,876,128
No. of Clients	105
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	105	$95,876,128
Individuals (other than high net worth individuals)	20	$7,611,617
High net worth individuals	23	$81,746,832
Pension and profit sharing plans	Fewer than 5 clients	$1,529,718
Corporations or other businesses	Fewer than 5 clients	$4,987,961

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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