THE INSPIRED NETWORK WEALTH ADVISORY

Overview

The Inspired Network Wealth Advisory operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and focuses on fee-for-service financial planning and portfolio management for both individuals/small businesses and business or institutional clients. Its billing is a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on liquid, equity-focused portfolios: exchange-traded equities are the dominant holding type and constitute the bulk of managed assets. Portfolios appear structured for flexible implementation and ongoing rebalancing through custody at a major institutional custodian. The firm is not positioned as a direct capital allocator; when clients need exposure outside listed markets the adviser uses third-party managers, particularly in real estate. The firm also works with insurance products through its industry affiliation with an insurance company, and incorporates annuities and mutual funds where appropriate to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices