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Building 2INSPIRION WEALTH ADVISORS, LLC

Map pinLIBERTYVILLE, IL
Phone847-918-9100
NotebookSEC #801-77181
Total AUM
$1.4B
Employees
12
Clients
955

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE
IL 60048
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
847-918-9100
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,687
Discretionary
$1.4B
Accounts
2,687
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
492
AUM
$98.8M
HNW Individual Clients
428
AUM
$1.3B
Pension/Profit Sharing Plan Clients
35
AUM
$29.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILINKYMAMIMNNCNHNVNYOHPASCTNTXUTVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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