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Inspirion Wealth Advisors, LLC

● SEC registered since 2012CRD 165174SEC# 801-77181Libertyville, IL
Export (members)
Reg. AUM
$1.24B
Employees
13
Accounts
2,556
Location
Libertyville, IL

Inspirion Wealth Advisors, LLC assets under management

Inspirion Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 2012. It reports $1.2 billion in regulatory assets under management and employs 13 people.

Inspirion Wealth Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Erika Lee Bateman ControlPartnerUnder 5%2021
Inspirion Holdings, LLC ControlManaging MemberOver 75%2021
Noah Abram Seidenberg ControlChief Compliance Officer & Managing PartnerUnder 5%2012
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Frequently asked questions

How much does Inspirion Wealth Advisors, LLC manage?

Inspirion Wealth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Inspirion Wealth Advisors, LLC have?

Inspirion Wealth Advisors, LLC reports 13 employees.

Where is Inspirion Wealth Advisors, LLC located?

Inspirion Wealth Advisors, LLC is based in Libertyville, IL and has been SEC-registered since 2012.

Does Inspirion Wealth Advisors, LLC disclose fund performance?

Inspirion Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Technology Way, Suite 130, Libertyville, IL 60048
Phone847-918-9100
Fax847-918-9194
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1633448
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$0
Total (RAUM)$1.24B