|
⚲
|
| Inspirion Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 165174 |
| SEC # | 801-77181 |
| CIK # | 0001633448 |
| AUM | $1.1 BB (2024-05-30) |
| Employees | 13 (69% Investors, 8% Brokers) |
| Phone | 847-918-9100 |
| Address | 900 Technology Way Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABBV | 269,466.6 | 35.5 | |
| ABT | 187,298.3 | 21.0 | |
| AAPL | 2,382,844.0 | 12.4 | |
| HQY | 5,494.0 | 6.5 | |
| PG | 338,108.9 | 4.8 | |
| GLDM | 4.4 | ||
| MA | 309,583.1 | 4.0 | |
| CPNG | 22,382.9 | 2.8 | |
| GOOG | 1,482,566.4 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 71.1 |
| (b) Individuals (high net worth individuals) | 440 | 989.9 |
| (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 | 22 | 14.8 |
| (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 | 2,567 | 1,075.8 |
| By Discretionary | ||
| Discretionary | 2,567 | 1,075.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,567 | 1,075.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.6 | |
| United States Persons | 1,063.2 | |
| Total | 2,567 | 1,075.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633448] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Thrive Wealth Management LLC
✚
|
PA | 1.1 |
|
Estate Counselors LLC
✚
|
WI | 1.1 |
|
JGP Wealth Management LLC
✚
|
OR | 1.1 |
|
Kearns & Associates LLC
✚
|
CA | 1.1 |
|
Bay Colony Advisory Group Inc
✚
|
MA | 1.1 |
|
Clearview Financial Partners LLC
✚
|
PA | 1.1 |
|
Invictus Private Wealth LLC
✚
|
CO | 1.1 |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.1 |
|
HHM Wealth Advisors LLC
✚
|
TN | 1.1 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.1 |