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Mark Granville Leavitt

Investment adviser representative at Enspire Wealth Management, LLC
25 yearsExperience
2 statesRegistered in
$119.3MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Mark G. Leavitt, CpaOct 2023 to now
  2. Enspire Wealth Management, LLCMar 2023 to now
  3. Meritas Wealth ManagementNov 2018 to Sep 2023
  4. Leavitt Wealth Management, LLCJan 2009 to Feb 2019
  5. Mark G Leavitt CpaAug 2001 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Enspire Wealth Management, LLC

$119.3MAssets managed
52Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5627143
Firm CRD
325723
Advisor's SEC record (opens in a new tab)
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