Enspire Wealth Management, Llc
- Regulatory AUM
- $119M
- Discretionary
- $119M
- Clients
- 52
- Avg AUM / client
- $2.3M
- Accounts
- 130
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $9.1M | 7.62% |
| High net worth individuals | 29 | $101M | 85.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.5M | 2.11% |
| Corporations and other businesses | Fewer than 5 clients | $6.3M | 5.25% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leavitt, Raylene, Marie | Trustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt Trs | Mar 2023 (3y) | Less than 5% | |
| Mark Granville Leavitt | Cco, Principal, Trustee Of The 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt Trs | Mar 2023 (3y) | Less than 5% | |
| Kaden Matthew Wootton | Registered representative | CFP | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt Trs | Managing Member | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $119M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗