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| Inspired Financial LLC
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|
|---|---|
| CRD # | 125713 |
| SEC # | 801-79055 |
| CIK # | |
| AUM | $240.0 MM (2023-03-05) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 714-971-0663 |
| Address | 5011 Argosy Avenue Huntington Beach, CA 92649 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 15.0 |
| (b) Individuals (high net worth individuals) | 99 | 225.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 240.0 |
| By Discretionary | ||
| Discretionary | 510 | 240.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 510 | 240.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.0 | |
| Total | 510 | 240.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goepper Burkhardt LLC
✚
|
SC | 0.2 |
|
Thompson Capital Management LLC
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|
IL | 0.2 |
|
Hall Private Wealth Advisors LLC
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|
CA | 0.2 |
|
New England Research & Management Inc
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|
IL | 0.2 |
|
Sculati Wealth Management LLC
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|
MI | 0.2 |
|
PF Advisors LLC
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|
PA | 0.2 |
|
SFM LLC
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|
NH | 0.2 |
|
Strategic Planning Inc
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|
OH | 0.2 |
|
FC Advisory LLC
✚
|
PA | 0.2 |
|
Bluestem Financial Advisors LLC
✚
|
IL | 0.2 |