Inspirion Wealth Advisors, LLC is a large advisory firm based in Libertyville. It manages $578.65 million of regulatory assets for 2,066 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.
Inspirion Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Inspirion Wealth Advisors, LLC is $578.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and $9.7 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Inspirion Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Inspirion Wealth Advisors is high net worth individuals with 157 clients and $316.52 million of assets under management. Among the 4 most similar advisory firms, Inspirion Wealth Advisors has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $577.6 million for 645 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Inspirion Wealth Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Inspirion Wealth Advisors, LLC performs its advisory services is located at 900 Technology Way, Libertyville, IL 60048, which is also the mailing address of the firm. An additional office of the firm is in Longboat, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-918-9100 or by fax 847-918-9194. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at inspirionwealth.com.