ENSPIRE WEALTH MANAGEMENT, LLC

CRD 325723File 801-128678

APPROVED

Retail clients

Custody

Filing as of Feb 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$119.3M

Bottom 25% of cohort (national)

Discretionary AUM

$119.3M

Clients

130 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 5, 2023
Principal office: 90 SOUTH E STREET, SUITE 300, SANTA ROSA, CA, 95404
Phone: (707) 525-1099
Website: https://enspirewealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $119.3M
Discretionary AUM: $119.3M
Non-discretionary AUM: $0
Discretionary accounts: 130
Non-discretionary accounts: 0
Total accounts: 130
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$6.3M
High net worth individuals	29	$101.4M
Pension and profit sharing plans	Fewer than 5	$2.5M
Individuals (other than high net worth individuals)	23	$9.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.