ENSPYRE WEALTH ADVISORS, INC.
Adviser information for ENSPYRE WEALTH ADVISORS, INC. last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 315 | $159.3M |
| Non-Discretionary | 0 | $0 |
| Total | 315 | $159.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 50 | $18.1M |
| HNW Individuals | 70 | $141.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-115080 |
|---|---|
| SEC ERA File Number | 801-115080 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300992 |
| Legal Entity Identifier | None |
Principal Office
724 BIELENBERG DR.SUITE 144
WOODBURY
MN
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 651-203-7920, Fax: 651-203-7921
Chief Compliance Officer
HEIDI HELMEKE
PRESIDENT
724 BIELENBERG DR
SUITE 144
WOODBURY
MN
United States
Tel:
651-203-7920
Fax:
651-203-7921
H*******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HELMEKE, HEIDI, JO | Individual | – | CEO/CCO/OWNER | 01/2019 | > 75% |