A complete list of active advisors currently associated with Inspire Wealth Advisory LLC
Warmer can help you find a great advisor at Inspire Wealth Advisory LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Inspire Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Inspire Wealth Advisory LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Brighton, MI
| 23
| |
McAllen, TX
| 27
| |
Brighton, MI
| 2
|
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