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 that provides planning and portfolio management to individual and family clients as well as institutional accounts. The firm is registered with the SEC (registration year 2012) and operates as a capital allocator that blends traditional advisory services with third-party alternative allocations. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. In addition to advisory work, Inspirion personnel act as registered representatives of a broker‑dealer and operate as insurance brokers. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers.
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 10
Myron Hazen
Financial AdvisorCRD 4477220
Richard Kolb
PartnerCRD 6996271
Erika Bateman
PartnerCRD 4813330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$879M in ETFs
42%
$366M
42%
$513M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $104M | 668,825 | 11.81% |
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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