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Multi-Family OfficeRIA · CRD 300992SEC-Registered

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Enspyre Wealth Advisors

Enspyre Wealth Advisors was founded in 2019 in Woodbury, New York. The firm operates as a registered investment advisor, providing portfolio construction,...

Overview

Enspyre Wealth Advisors was founded in 2019 in Woodbury, New York. The firm operates as a registered investment advisor, providing portfolio construction, financial planning, and asset management services to a client base that the firm itself describes as including individuals, high-net-worth families, trusts, estates, and charitable organizations. The wealth manager's founding came during a period of pronounced fragmentation in the US advisory industry, as breakaway brokers and new RIAs proliferated on Long Island and across the tristate area. The firm's investment posture centers on traditional wealth-preservation and growth strategies rather than direct private-market origination. Enspyre advises on public-market portfolios, fixed-income allocations, and manager selection, positioning itself as an outsourced family-office function for clients whose primary liquidity events have already occurred. There is no public record of the firm operating commingled funds, special purpose vehicles, or club-deal structures. Its geographic focus appears concentrated in the New York metropolitan area and the broader US Northeast. Team size and total assets under advisement are not publicly reported, consistent with a sub-scale RIA operating below the $1 billion AUM registration threshold that triggers wider public disclosure. The firm has not disclosed adjacent philanthropic vehicles, operating businesses, or membership in peer networks. No operational events from the 2023–2025 period have been publicly reported through regulatory filings, press coverage, or the firm's own communications. Structurally, Enspyre is distinguishable from most Altss-tracked family offices by its client composition: it is not a single-family vehicle managing a single fortune, but a fee-based advisory practice serving multiple unrelated households and non-profit entities. This architecture places it closer to a classic multi-family office than a proprietary investment arm, a model that prioritizes recurring advisory fees over balance-sheet co-investment.

General information

Firm type

Multi Family Office

Year founded

2019

Location

Region

North America

Country

United States

City

Woodbury

Corporate office

Woodbury, NY, United States

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