Libertyville, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Inspirion Wealth Advisors, LLC
Team
Firm-wide stats for Inspirion Wealth Advisors, LLC
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.
Based on Inspirion Wealth Advisors, LLC
Location
900 Technology Way, Suite 130
Libertyville IL 60048
Advisors at this office
8
Advisors at this office
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