Enspyre Wealth Advisors, Inc.
SEC RegisteredAdvocating for Generations to Come
About the firm
Enspyre Wealth Advisors is a relationship-oriented wealth management firm committed to treating clients like family. Based in Woodbury, Minnesota, Enspyre provides a variety of wealth management services to families looking for a trusted partner that understands their desire to build their family's future in a practical and thoughtful way. Founded by Heidi Helmeke, CFP, author of Self-Wealth: A Simple, Conscious Path to a Comfortable Financial Future, Enspyre is committed to providing personalized solutions focused on the needs and ambitions of clients and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A variety of wealth management services including personalized financial planning, co-creating a financial blueprint based on a client's vision for the future, and navigating clients through significant monetary decisions from major purchases to retirement.
Who they serve
Families who are looking for a trusted partner that understands their desire to build their family's future in a practical and thoughtful way, including individuals navigating significant monetary decisions from major purchases to retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $20M |
| High Net Worth Individuals | 79 | $197M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Enspyre Wealth Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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