# Inspirion Wealth Advisors, LLC

> Inspirion Wealth Advisors, LLC is an SEC-registered investment advisory firm in Libertyville, IL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 165174
- Filed as: INSPIRION WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Libertyville, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165174
- AdvisorCensus page: https://advisorcensus.com/firm/inspirion-wealth-advisors-llc-libertyville-il-165174

## Quick answers

**How is Inspirion Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Inspirion Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Inspirion Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $300 an hour (Financial Planning & Consulting services); Flat fee: $1,000 to $10,000 (Financial Planning & Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Inspirion Wealth Advisors, LLC located?**
Inspirion Wealth Advisors, LLC's principal office is in Libertyville, IL, according to its Form ADV.

**Is Inspirion Wealth Advisors, LLC registered with the SEC or a state?**
Inspirion Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165174.

**How much does Inspirion Wealth Advisors, LLC manage?**
Inspirion Wealth Advisors, LLC reports $1,394,318,971 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Inspirion Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Inspirion Wealth Advisors, LLC: Regulatory assets under management: $791,446,738 in the October 2021 data and $1,394,318,971 in the October 2026 data, up 76%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Inspirion Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (492); high net worth individuals (428); pension and profit sharing plans (but not the plan participants or government pension plans) (35).

**Which custodians does Inspirion Wealth Advisors, LLC use?**
Inspirion Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Inspirion Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165174

**What changed in Inspirion Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,237,818,941 to $1,394,318,971 (+13%). Registered or notice-filed in WA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $300 an hour (Financial Planning & Consulting services)

> We charge an hourly, flat, or fixed monthly fee for Financial Planning & Consulting services. ... Our hourly fees are $300.

- Flat fee: $1,000 to $10,000 (Financial Planning & Consulting services)

> We charge an hourly, flat, or fixed monthly fee for Financial Planning & Consulting services. ... Flat fees generally range from $1,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,394,318,971
- Discretionary: $1,394,318,971
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 492 | $98,843,321 |
| High net worth individuals | 428 | $1,265,952,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $29,523,413 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (13 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, IN, KY, MA, MI, MN, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [inspirionwealth.com](https://inspirionwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $791,446,738 | 12 | April 1, 2021 |
| October 2022 | $1,034,619,002 | 12 | February 9, 2022 |
| October 2023 | $915,284,686 | 13 | March 13, 2023 |
| October 2024 | $1,075,813,045 | 13 | September 16, 2024 |
| October 2025 | $1,237,818,941 | 13 | February 10, 2025 |
| October 2026 | $1,394,318,971 | 12 | March 27, 2026 |

Regulatory assets under management: $791,446,738 in the October 2021 data and $1,394,318,971 in the October 2026 data, up 76%.
Total employees: 12 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,237,818,941 to $1,394,318,971 (+13%).
- Registered or notice-filed in WA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inspirion Wealth Advisors, LLC (CRD 165174): Form ADV filing data as of October 2026.