Mark G. Leavitt

ENSPIRE WEALTH MANAGEMENT

Santa Rosa, CA 95403

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CRD#: 5627143

Professional summary

Mark Granville Leavitt is a registered financial advisor currently at ENSPIRE WEALTH MANAGEMENT, LLC located in Santa Rosa, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Mark has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Meritas Wealth, Management, LLC; Investment-related; 3950 Civic Center Drive, Ste. 210, San Rafael, CA 94903; Registered Investment Adviser; Manager; Since 07/2023; Approx. 1 hr/mo., 0 during trading hours; Duties include managing interest of investment advisor holding.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Granville Leavitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2023 - Present

ENSPIRE WEALTH MANAGEMENT, LLC

Office #1: 3510 Unocal Pl Suite 301, Santa Rosa, CA 95403

RIA

CRD#: 325723

Santa Rosa, CA

Past

November 26, 2018 - February 27, 2024

MERITAS WEALTH MANAGEMENT, LLC

RIA

CRD#: 148565

Santa Rosa, CA

Past

March 3, 2009 - February 25, 2019

LEAVITT WEALTH MANAGEMENT, LLC

RIA

CRD#: 148915

SANTA ROSA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENSPIRE WEALTH MANAGEMENT, LLC

CRD#: 325723 / SEC#: 801-128678

RIA

Registered Investment Advisory firm - (9/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/5/2023)

IAR

Texas
(10/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2008

Uniform Investment Adviser Law Examination

Current Firm

ENSPIRE WEALTH MANAGEMENT, LLC

CRD#: 325723 / SEC#: 801-128678

RIA

Registered Investment Advisory firm - (9/5/2023 Approved)

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Contact information

Main Address

3950 Civic Center Drive Suite 210, San Rafael, CA 94903

Mailing Address

3510 Unocal Place Suite 301, Santa Rosa, CA 95403

Phone number

(707) 525-1099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENSPIRE WEALTH MANAGEMENT ADV2A & 2B (9/8/2025)

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 104,665,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark G. Leavitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Granville Leavitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENSPIRE WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC

LEAVITT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ENSPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2008

Current Firm

ENSPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENSPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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