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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Inspirion Wealth Advisors LLC
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| CRD # | 165174 |
| SEC # | 801-77181 |
| CIK # | 0001633448 |
| AUM | $1.2 B (2025-02-10) |
| Employees | 13 (69% Investors, 8% Brokers) |
| Phone | 847-918-9100 |
| Address | 900 Technology Way Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 38.1 | ||
| Abbott Laboratories | 25.8 | ||
| Apple Inc | 11.8 | ||
| Workday Inc | 8.0 | ||
| Healthequity Inc | 6.8 | ||
| World Currency Gold Trust | 6.8 | ||
| Procter & Gamble Co | 4.5 | ||
| Mastercard Inc | 4.4 | ||
| Coupang Inc | 4.0 | ||
| Amazon Com Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 115.8 |
| (b) Individuals (high net worth individuals) | 381 | 1,097.0 |
| (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 | 36 | 25.0 |
| (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 | 2,556 | 1,237.8 |
| By Discretionary | ||
| Discretionary | 2,556 | 1,237.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,556 | 1,237.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.1 | |
| United States Persons | 1,223.7 | |
| Total | 2,556 | 1,237.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633448] |
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|---|---|---|
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NC | 1.2 |
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Capital Creek Partners LLC
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Anderson Hoagland & Co
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MO | 1.2 |
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Fourstar Wealth Advisors LLC
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IL | 1.2 |
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Versant Capital Management Inc
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AZ | 1.2 |
|
PCM Encore LLC
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CO | 1.2 |
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Sunesis Advisors LLC
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KS | 1.2 |