INSPIRE PRIVATE WEALTH MANAGEMENT

Overview

Inspire Private Wealth Management operates as an independent, individual-owned RIA focused on financial planning and discretionary portfolio management for both high-net-worth individuals and institutional clients. The firm provides a mix of advisory services that include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers and educational seminars. The business model combines percentage-of-AUM fees with hourly and fixed-fee engagements, giving flexibility for one-off planning work and ongoing asset management relationships. Investment activity shows a clear tilt toward publicly traded equities as the primary capital allocation, with the firm acting as a capital allocator for client portfolios. Inspire is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. It also lists insurance company affiliation among its industry relationships and offers pension consulting services as part of its advisory menu.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices