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INSPIRION WEALTH ADVISORS, LLC

900 Technology Way
Suite 130
Libertyville, Illinois 60048
Tel: 847-918-9100

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About INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC, formally registered with the SEC as INSPIRION WEALTH ADVISORS, LLC. The firm was established in 10/16/2012. They have over 2 offices throughout the country.

INSPIRION WEALTH ADVISORS, LLC is a Libertyville, Illinois based Financial Planning firm with nearly $1,237,818,941 assets under management, offering retirement planning & investment advisory services to 2556 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165174
SEC#801-77181
Assets Managed by Firm$1,237,818,941
No. of Clients2556
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2556$1,237,818,941
Individuals (other than high net worth individuals)511$115,776,273
High net worth individuals381$1,096,995,629
Pension and profit sharing plans36$25,047,039

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