Inspirion Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,364,795,558
Clients
920
Advisors
10
across 3 offices
About
Inspirion Wealth Advisors is a registered investment adviser that manages roughly $1.39 billion for individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. The firm offers wrap comprehensive portfolio management, financial planning and consulting, and ongoing retirement plan consulting services.
The firm provides individualized portfolio management through its wrap fee program and tailors financial plans and consulting engagements to clients’ goals; clients may impose reasonable investment restrictions on wrap accounts. Investment methods include both fundamental and technical analysis, and strategies cover long‑ and short‑term trading, option writing (derivatives), and the use of margin borrowing; retirement plan work excludes certain illiquid and employer‑specific assets.
Noteworthy features relative to peers include sponsoring a wrap‑fee program while also having advisory personnel who are registered representatives and licensed insurance agents, which enables commissionable securities and insurance product sales alongside fee‑based advisory services and is disclosed as a potential conflict. The firm’s documented use of derivatives and borrowing in separately managed/wrap accounts is uncommon among similar teams and can introduce additional leverage and counterparty risk; the adviser supports these services with internal policies and disclosures and a nine‑advisor team serving roughly 920 client relationships.
Client services
Expertise
Fee options
Flat fees generally range from $1,000 to $10,000 for Financial Planning & Consulting services.
Commissionable securities sales accepted by representative Mark Holmertz as a registered representative of Purshe Kaplan Sterling Investments; commissions and trail fees from mutual funds may be received.
Hourly fee of $300 for Financial Planning & Consulting services.
Fee-only: Hourly fees are $300; flat fees generally range from $1,000 to $10,000; fixed monthly fees also possible for Financial Planning & Consulting services.
Main office
See office900 Technology Way, Suite 130
Libertyville IL 60048
Advisors at this office
8
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Iowa · Kentucky · Massachusetts · Michigan · Minnesota · Nevada · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Inspirion Wealth Advisors, LLC · Integrys Wealth Advisors LLC
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
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