INSPIRION WEALTH ADVISORS, LLC

Overview

Inspirion Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm combines traditional financial planning and portfolio management with practice areas such as pension consulting and selection of other advisers, and it also maintains broker-dealer and insurance-broker activities. Fee arrangements are mixed — percentage of AUM plus hourly and fixed-fee engagements — which supports both ongoing wealth management relationships and project-based planning work. Investment activity shows a clear tilt toward public funds and ETFs for liquid exposure, with a notable emphasis on income-oriented and broadly diversified strategies (its largest listed holding is a high-dividend Vanguard fund). At the same time Inspirion allocates to private markets — specifically private equity and real estate — through third‑party fund managers, indicating a multi-vehicle approach: public funds and ETFs for core liquid exposure, complemented by private-market sleeves to target return enhancement and diversification. The firm also performs selection-of-other-advisers work, which aligns with outsourcing or co-investment of alternatives to specialized managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices