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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2019
- Office Locations
- 1
Office Locations
About Enspyre Wealth Advisors, Inc.
Enspyre Wealth Advisors is a relationship-oriented wealth management firm in Woodbury (Twin Cities), Minnesota, serving individuals and families with personalized financial planning and ongoing portfolio management. The firm co-creates a financial blueprint to guide major money decisions through retirement, using public funds such as ETFs and mutual funds (Schwab/TD Ameritrade custody). Founded by CFP Heidi Helmeke, author of Self-Wealth.
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Owner & Executives
HEIDI JO HELMEKE
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #2302043
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,747,144 | $603,178 |
| Non-Discretionary | $0 | -- |
| Total | $217,747,144 | $603,178 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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