Mark Leavitt
Enspire Wealth Management · Santa Rosa, California
Mark Leavitt is a fee-only financial advisor at Enspire Wealth Management in Santa Rosa, California. Enspire Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Enspire Wealth Management |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $119.3M across 130 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5627143 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | enspirewealth.com |
How Mark's firm compares
- Enspire Wealth Management's average account is about $918,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Mark
Is Mark Leavitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Enspire Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Enspire Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Leavitt based?
Mark Leavitt is based in Santa Rosa, California.
Is Mark Leavitt registered with the SEC?
Yes. Mark Leavitt is registered as an investment adviser representative in CA and TX (CRD 5627143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Enspire Wealth Management manage?
Enspire Wealth Management reports $119.3M across 130 accounts in assets under management.
How do I contact Mark Leavitt?
Through Mark's website, enspirewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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