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INSPIRION WEALTH ADVISORS, LLC
CRD 165174 · SEC 801-77181
900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, 60048, United States
Phone
847-918-9100
Fax
847-918-9194
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.39B
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 492 | $98.8M |
| High net worth individuals | 428 | $1.27B |
| Pension/profit sharing plans | 35 | $29.5M |
States served
AZ, CA, CO, IL, IN, IA, KY, MA, MI, MN, NV, NY, NC, OH, PA, SC, TN, UT, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD