Inspirion Wealth Advisors, LLC
Firm details
- Headquarters
- Libertyville, Illinois
- CRD number
- 165174
- Registered since
- October 16, 2012
- Website
- www.inspirionwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.79%
- Individuals7.09%
- Pension & Profit Sharing Plans2.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Inspirion Wealth Advisors, LLC is an independent registered investment adviser formed in 2012 that serves both individuals/families and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. Its client fees include percentage‑of‑AUM arrangements as well as hourly and fixed fees. Inspirion also maintains broker‑dealer registration activity and operates as an insurance broker. The firm does not position itself as an active ESG investor. As an adviser, it emphasizes working through external managers when appropriate and uses mutual funds and public funds heavily within client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Investment Grade Corp Bonds17%
- Exchange Traded Equities12%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Contacts
3 of 9
Myron Hazen
Financial AdvisorCRD 4477220
Richard Young
Account AdvisorCRD 2759011
Richard Kolb
PartnerCRD 6996271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$877M in ETFs
43%
$378M
41%
$499M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $100M | 631,801 | 11.40% |
Location
Libertyville, IL
Lake
Location
Libertyville, IL
Headquartered in Libertyville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 900 Technology Way
- Time zone
- CT (UTC-6)
- Office locations
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