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| Happy Holidays!! thanks for using AUM13F!! |
| Inspire Advisors LLC
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| CRD # | 300279 |
| SEC # | 801-114673 |
| CIK # | 0001810558 |
| AUM | $1.0 B (2025-07-31) |
| Employees | 46 (100% Investors, 0% Brokers) |
| Phone | 877-859-6383 |
| Address | 3597 E Monarch Sky Ln Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001810558 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 5.7 | ||
| Apple Inc | 4.3 | ||
| Palantir Technologies Inc | 4.1 | ||
| United Parcel Service Inc | 4.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,564 | 597.2 |
| (b) Individuals (high net worth individuals) | 237 | 434.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,363 | 1,033.4 |
| By Discretionary | ||
| Discretionary | 8,363 | 1,033.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,363 | 1,033.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,033.4 | |
| Total | 8,363 | 1,033.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810558] |
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|---|---|---|
|
Inspire Advisors LLC
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ID | 1.0 |
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CWM Advisors, LLC
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ID | 0.0 |
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