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CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust UA OCT 10, 2000 Mark G OR Raylene Leavitt TRS · Enspire Wealth Management, LLC

Mark G. Leavitt

CRD 5627143 · Named on Form ADV at one SEC-registered adviser

At a glance

Enspire Wealth Management, LLC, an SEC-registered wealth manager based in Santa Rosa, CA with $119 million in regulatory assets, lists Mark G. Leavitt on its Form ADV as CCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust UA OCT 10, 2000 Mark G OR Raylene Leavitt TRS, a control person.

Firms and roles

  • Enspire Wealth Management, LLCCCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust UA OCT 10, 2000 Mark G OR Raylene Leavitt TRSWealth manager · Santa Rosa, CA · $119M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Raylene M. LeavittTrustee of the 2000 Leavitt Family Revocable Living Trust UA OCT 10, 2000 Mark G OR Raylene Leavitt TRS, Enspire Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.