$119.3M Total AUM
$119.3M Disc. AUM
-- 3Y CAGR
3 Employees
52 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas summit
- Established Date
- 03-01-2023
- Office Locations
- 2
Office Locations
600 California St. # 13-045 SAN Francisco CA
90 South E ST #300 Santa Rosa CA
About Enspire Wealth Management, LLC
Enspire Wealth Management is an independent, fee-only advisory firm providing long-term financial planning, investment management, and tax planning. The team builds resilient, highly customized portfolios using an academic, strategic asset-allocation approach with low-cost, tax-aware implementation, and is uniquely qualified to give tax advice. Custody includes Schwab and Fidelity.
Team overview
-- AVG AGE
$59.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Quantum Legacy
Client Personas
Delta crest
Custodian
Legacy capital Vital Legacy element
Investment Themes
Radial beacon Foundation timber
Investment Vehicles
Pioneer Zenith pathway
Platform
North
Services
Legacy Signal Catalyst fusion Element Quantum Foundation Horizon ridge Radial Zenith beacon
Technology
Focus value
Owner & Executives
MARK GRANVILLE LEAVITT
Investment Advisor
- CRD
- #5627143
- Ownership
- Less than 5%
(528) 374-7513
signal.quantum@optimacapital.com
in linkedin.com/in/frontier-timber
R
RAYLENE MARIE LEAVITT
--
- CRD
- --
- Ownership
- Less than 5%
(406) 530-1173
radial.unison@beaconcapital.com
in linkedin.com/in/signal-unison
Showing 2 of 2 owners & executives
Unlock allContacts
Kaden Matthew Wootton
Advisor
- CRD
- #7777226
(310) 652-7415
capital.eagle@deltacapital.com
in linkedin.com/in/peak-wave
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,296,012 | $917,662 |
| Non-Discretionary | $0 | -- |
| Total | $119,296,012 | $917,662 |
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Separately Managed Accounts
Total SMA Asset: $119,296,012
Public Funds:
24.5% Equity - Exchange:
31.4% Cash:
44.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,722,967,545 | 24.5% |
| Equity - Exchange | $2,208,211,466 | 31.4% |
| Cash | $3,101,341,581 | 44.1% |
| Total | $7,032,520,592 | 100.0% |