SourcingSourcing

ENSPYRE WEALTH ADVISORS, INC.

C44
CRD 300992·SEC 801-115080·WOODBURY, MN
AUM
$217.7M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$653K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENSPYRE WEALTH ADVISORS, INC.
CRD
300992
SEC file #
801-115080
EIN
—
DBA names
—

Economics

AUM
$217.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.2M → $217.7M▲ +113%
Client mix
Individuals High Net Worth79
Individuals Other54

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
WOODBURY MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
enspyrewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HELMEKE, HEIDI, JO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HELMEKE, HEIDI, JO
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ENSPYREWEALTH.COM
Rdap Domain Creation Date
2018-11-30T20:52:37Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-30T20:52:37Z
Rdap Domain Last Changed
2024-11-25T05:43:52Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2302043
Trust Company Affiliate
No

People (1)

1
HELMEKE, HEIDI, JO
IAR · Direct Owner · 87.5%
2302043