DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E•••••• W••••• M••••••••• L••
Latest filing Feb 18, 2026
First filing on the tape Aug 2, 2023 · 10 filings
SEC status approved since Sep 5, 2023
RAUM
$119M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$111M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$59.6M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$119M as of Feb 18, 2026
Feb 29, 2024$95.9M then
HNW client RAUM$101M as of Feb 18, 2026
Feb 29, 2024$81.7M then
State-registered IARs (5.B.3)2 as of Feb 18, 2026
Feb 29, 20242 then
Employees (5.A)3 as of Feb 18, 2026
Feb 29, 20242 then
Private funds: no history
RAUM +14% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $59.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $917,662derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $63.0M, 32 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$101M85%
- Individuals$9.1M7.6%
- Corporations and businesses$6.3M5.2%
- Pension and profit-sharing plans$2.5M2.1%
- Individual clients
- 23reported
- HNW clients
- 29reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 130reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $63.0M for 32 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• G•••••••• L•••••• | Santa Rosa, Ca | Sep 5, 2023 | 25 y | 2 |
| K•••• M•••••• W••••••Certified Financial Planner | San Francisco, Ca | Oct 3, 2023 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M••• G•••••••• L•••••• from M•••••• W••••• M••••••••• L••Sep 5, 2023 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••••• M•••• G•••••••• · Cco, Principal, Trustee Of The 2••• L•••••• F••••• R•••••••• L••••• T•••• U• O•• 1•• 2••• M••• G• O• R•••••• L•••••• T••controlsince 03/2023 · owns less than 5%
- L••••••• R••••••• M•••• · Trustee Of The 2••• L•••••• F••••• R•••••••• L••••• T•••• U• O•• 1•• 2••• M••• G• O• R•••••• L•••••• T••controlsince 03/2023 · owns less than 5%
Entity owners
- 2••• L•••••• F••••• R•••••••• L••••• T•••• U• O•• 1•• 2••• M••• G• O• R•••••• L•••••• T•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•••••• W••••• M••••••••• L••investment adviseryRAUM $619M
Advisers that list E•••••• W••••• M••••••••• L•• as a related person
- 148565 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Santa Rosa, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Santa Rosa, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 123 to 130Jan 2, 2026 to Feb 18, 2026
- HNW clients · 27 to 29Jan 2, 2026 to Feb 18, 2026
- Individual clients · 22 to 23Jan 2, 2026 to Feb 18, 2026
- Assets in custody · $81.0M to $63.0MJan 2, 2026 to Feb 18, 2026
- Financial planning clients · 11-25 to 26-50Jan 2, 2026 to Feb 18, 2026
- HQ city · SAN RAFAEL to SANTA ROSAJan 2, 2026 to Feb 18, 2026
- Other offices · 2 to 1Jan 2, 2026 to Feb 18, 2026
- Discretionary RAUM · $105M to $119MJan 2, 2026 to Feb 18, 2026
- HNW RAUM · $88.1M to $101MJan 2, 2026 to Feb 18, 2026
- Individual RAUM · $8.5M to $9.1MJan 2, 2026 to Feb 18, 2026
- Pension RAUM · $1.8M to $2.5MJan 2, 2026 to Feb 18, 2026
- RAUM · $105M to $119MJan 2, 2026 to Feb 18, 2026
- Related adviser · true to falseJan 2, 2026 to Feb 18, 2026
- Other offices · 1 to 2Sep 8, 2025 to Jan 2, 2026
- HQ city · LARKSPUR to SAN RAFAELJun 9, 2025 to Sep 8, 2025
- Financial planning clients · 11-25 to 11-25Mar 12, 2025 to Jun 9, 2025
- Accounts · 105 to 123Feb 29, 2024 to Mar 12, 2025
- HNW clients · 23 to 27Feb 29, 2024 to Mar 12, 2025
- Individual clients · 20 to 22Feb 29, 2024 to Mar 12, 2025
- Assets in custody · $74.5M to $81.0MFeb 29, 2024 to Mar 12, 2025
- Employees · 2 to 3Feb 29, 2024 to Mar 12, 2025
- Discretionary RAUM · $95.9M to $105MFeb 29, 2024 to Mar 12, 2025
- HNW RAUM · $81.7M to $88.1MFeb 29, 2024 to Mar 12, 2025
- Individual RAUM · $7.6M to $8.5MFeb 29, 2024 to Mar 12, 2025
- Pension RAUM · $1.5M to $1.8MFeb 29, 2024 to Mar 12, 2025
- RAUM · $95.9M to $105MFeb 29, 2024 to Mar 12, 2025
- Accounts · 0 to 105Oct 26, 2023 to Feb 29, 2024
- HNW clients · unset to 23.0Oct 26, 2023 to Feb 29, 2024
- Individual clients · unset to 20.0Oct 26, 2023 to Feb 29, 2024
- Assets in custody · unset to 74458093.0Oct 26, 2023 to Feb 29, 2024
- Custody of client assets · false to trueOct 26, 2023 to Feb 29, 2024
- Insurance-licensed employees · 2 to 0Oct 26, 2023 to Feb 29, 2024
- Financial planning clients · 0 to 11-25Oct 26, 2023 to Feb 29, 2024
- Discretionary RAUM · $0 to $95.9MOct 26, 2023 to Feb 29, 2024
- HNW RAUM · unset to 81746832.0Oct 26, 2023 to Feb 29, 2024
- Individual RAUM · unset to 7611617.0Oct 26, 2023 to Feb 29, 2024
- Pension RAUM · unset to 1529718.0Oct 26, 2023 to Feb 29, 2024
- RAUM · $0 to $95.9MOct 26, 2023 to Feb 29, 2024
Signals
1 dated events
- E•••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 2, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 707-525-1099reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/enspire-wealth-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (707) 525-1099reportedpublic record, Form ADV, Feb 18, 2026
- Team page
- e•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $59.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026