Inspire Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited‑scope ERISA 3(21) services for individuals, trusts, business owners and retirement plans, delivering investment management primarily through the UX Wealth platform and through third‑party managers. The firm was formed in 2025 and, at the time of its ADV filing, reported no clients or assets under management — a status that is uncommon among similar supported firms.
The firm gathers client financial information and risk tolerances to create individualized strategies and investment policy statements, and it may accept client‑imposed restrictions; it retains discretionary trading authority but routes all trade execution through UX Wealth’s order management system under a limited power of attorney. IWA also recommends and monitors model managers and third‑party managers (including referral relationships) to implement portfolios, and provides periodic account reviews and standalone financial planning services.
Distinctive features include the principal’s active role as a licensed insurance producer, devoting roughly 40% of his time to selling insurance products for separate compensation, and the firm’s disclosed fee‑sharing and referral arrangements with third‑party managers — practices the brochure flags as potential conflicts of interest addressed through disclosure and fiduciary policies. Operationally, the firm relies on platform and third‑party execution rather than direct trading, does not vote client proxies, and maintains a code of ethics and personal trading review procedures to mitigate conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $1,000 and $5,000
All Assets+: 1.50% annually
Main office
See office10192 Grand River Rd, Suite 100
Brighton MI 48116
Advisors at this office
2
Offices (2)
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Anthony W
Series 63, Series 66
Brighton, MI
Inspire Wealth Advisory LLC
Anthony Weatherspoon is a financial advisor at Inspire Wealth Advisory LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Humana, LPL Enterprise, and Thrivent Financial. In addition to his advisory role, he is a licensed insurance agent in Brighton, MI, dedicating a significant portion of his time to selling insurance products. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm uses the UX Wealth platform and third-party managers to implement customized investment strategies based on client financial information and risk tolerances.
Philip L
Series 63, Series 65
McAllen, TX
Inspire Wealth Advisory LLC
Philip Lee is a financial advisor at Inspire Wealth Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookwood Investment Group and CAS Wealth Strategies LLC. In addition to his advisory work, Lee provides income tax planning and business consulting services through DBL Tax Design LLC. Inspire Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA 3(21) services to individuals, trusts, business owners, and retirement plans. The firm employs third-party managers and the UX Wealth platform to implement tailored investment strategies.
Nicholas B
Series 63, Series 65
Brighton, MI
Inspire Wealth Advisory LLC
Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.
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