Inspire Wealth Partners

Overview

Inspire Wealth Partners is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of outside advisers, positioning itself as a capital allocator for client balances. Fee arrangements include percentage-of-assets, hourly work and fixed-fee engagements, which supports both ongoing investment management and one-off planning projects. Investment activity is heavily weighted to public pooled vehicles—mutual funds and similar public funds—rather than concentrated individual-stock portfolios. The firm acts as an allocator when appropriate, placing client capital with third-party managers for alternative exposure. Inspire Wealth Partners is not positioned as an ESG-focused adviser, does not function as a pension consultant, and maintains a single-state regulatory footprint in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices