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CRD 148565
SAN RAFAEL, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GREGG ERIC CLARKE | Certified Financial Planner | SAN RAFAEL, CA | 17 | 27 | 1 | no |
| Jacqueline Kendall Remar | Certified Financial Planner | SAN RAFAEL, CA | 8 | 13 | n/a | no |
| KENNETH CHARLES GOTT | Certified Financial Planner | Healdsburg, CA | SAN RAFAEL, CA | 7 | 20 | 3 | no |
| Jennifer Shirley Arbini Bahi | Certified Financial Planner | SAN RAFAEL, CA | 3 | 11 | n/a | no |
| Cristi Marie Tanner | Certified Financial Planner | Washington, DC | SAN RAFAEL, CA | 2 | 13 | n/a | no |
| TIFFANI RAE CLARKE | n/a | SAN RAFAEL, CA | 0 | 17 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARKE, GREGG, ERIC | PRINCIPAL, MANAGER, TRUSTEE OF THE CLARKE TRUST DTD 4/6/95 (SINCE 2014) | C | yes | 12/2008 | Mar 8, 2012 | Apr 26, 2024 |
| CLARKE, TIFFANI, RAE | CFO, TRUSTEE OF THE CLARKE TRUST DTD DATED 4/6/95 (SINCE 2014) | Na | yes | 04/2009 | Mar 8, 2012 | Apr 26, 2024 |
| GOTT, KENNETH, CHARLES | PRINCIPAL, MANAGER, CCO | C | yes | 09/2015 | Jan 19, 2018 | Apr 26, 2024 |
| LEAVITT, MARK, GRANVILLE | Manager | Na | yes | 07/2023 | Mar 8, 2019 | Apr 26, 2024 |
| THE GREGG E. CLARKE AND TIFFANI R. CLARKE REVOCABLE TRUST DATED 4/6/95 | Member | C | yes | 12/2014 | Mar 5, 2015 | Apr 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ENSPIRE WEALTH MANAGEMENT, LLC | n/a | Independent wealth | $119M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Healdsburg | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $619M | $619M | 12 | 5 | 2 | n/a | n/a |
| 2024 | Apr 29, 2025 | $534M | $534M | 12 | 5 | 1 | n/a | n/a |
| 2023 | Mar 21, 2024 | $484M | $484M | 11 | 4 | 1 | n/a | n/a |
| 2022 | Feb 22, 2023 | $523M | $523M | 12 | 6 | 1 | n/a | n/a |
| 2021 | Feb 17, 2022 | $561M | $561M | 13 | 5 | 1 | n/a | n/a |
| 2020 | Mar 10, 2021 | $455M | $455M | 13 | 5 | 1 | n/a | n/a |
| 2019 | Feb 13, 2020 | $389M | $389M | 11 | 5 | 1 | n/a | n/a |
| 2018 | Mar 8, 2019 | $345M | $345M | 10 | 5 | 1 | n/a | n/a |
| 2017 | Jan 19, 2018 | $280M | $280M | 8 | 3 | 1 | n/a | n/a |
| 2016 | Mar 2, 2017 | $233M | $233M | 7 | 3 | n/a | n/a | n/a |
| 2015 | Feb 29, 2016 | $198M | $198M | 7 | 3 | n/a | n/a | n/a |
| 2014 | Mar 5, 2015 | $193M | $193M | 6 | 2 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $171M | $171M | 6 | 2 | n/a | n/a | n/a |
| 2012 | Feb 27, 2013 | $139M | $139M | 6 | 2 | n/a | n/a | n/a |
| 2011 | Mar 8, 2012 | $125M | $125M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $619M | $534M | 15.9% | $523M | 5.8% | 12 | 12 | 2 | 1 |