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| Inspirion Wealth Advisors LLC
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|---|---|
| CRD # | 165174 |
| SEC # | 801-77181 |
| CIK # | 0001633448 |
| AUM | 1,394.3 M (2026-03-27) |
| Employees | 12 (75% Investors, 8% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-918-9100 |
| Address | 900 Technology Way Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633448 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 50.1 | ||
| Abbott Laboratories | 16.3 | ||
| Apple Inc | 16.1 | ||
| World Currency Gold Trust | 9.5 | ||
| HealthEquity Inc | 6.0 | ||
| Alphabet Inc | 5.5 | ||
| SPDR Gold Trust | 4.8 | ||
| Workday Inc | 4.3 | ||
| Amazon Com Inc | 4.2 | ||
| Procter & Gamble Co | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 492 | 98.8 |
| (b) Individuals (high net worth individuals) | 428 | 1,266.0 |
| (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 | 35 | 29.5 |
| (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 | 2,687 | 1,394.3 |
| By Discretionary | ||
| Discretionary | 2,687 | 1,394.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,687 | 1,394.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.6 | |
| United States Persons | 1,373.7 | |
| Total | 2,687 | 1,394.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633448] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 0094012184 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pivot Capital Partners LLC
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|
IL | 1,400.0 M |
|
Verity and Verity LLC
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SC | 1,399.6 M |
|
Laurel Oak Wealth Management LLC
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NJ | 1,399.3 M |
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Asset Advisors Investment Management LLC
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GA | 1,399.0 M |
|
St Denis J Villere & Co LLC
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|
LA | 1,397.8 M |
|
Matrix Asset Advisors Inc
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|
NY | 1,397.5 M |
|
Trustmont Advisory Group Inc
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|
PA | 1,395.3 M |
|
Marietta Wealth Management LLC
✚
|
GA | 1,394.5 M |
|
Syntegra Private Wealth Group LLC
✚
|
MO | 1,393.1 M |
|
Hazlett Burt & Watson Inc
✚
|
WV | 1,388.5 M |