LIBERTYVILLE, ILCRD 165174Latest ADV March 27, 2026
Inspirion Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Libertyville, IL. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 12 employees, 1 office, and 2,687 accounts.
Assets Under Management
$1.4B
Employees
12
Offices
1 office
Total Clients
955
Primary office
LIBERTYVILLE, IL
900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
492
2
HNWI
44.8%
428
3
Pension Plans
3.7%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts2,687
10Y AUM Change+$921M (+194.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee80:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.