Wealth manager, wrap-program sponsor · Libertyville, IL
Inspirion Wealth Advisors, LLC
SEC-registered investment adviser · CRD 165174 · SEC 801-77181
At a glance
Inspirion Wealth Advisors, LLC is an SEC-registered investment adviser based in Libertyville, Illinois, with $1.4 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 920 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,117th of 8,915 wealth managers and 4,465th of 17,210 SEC-registered advisers by assets.
Main office 847-918-9100inspirionwealth.comAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among wealth managers
- #1,117 of 8,915
- Rank among all SEC RIAs
- #4,465 of 17,210
- Rank in Illinois
- #222 of 684
- Individual clients
- 920
- High-net-worth clients
- 428
- Accounts
- 2,687
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Noah A. SeidenbergChief Compliance Officer & Managing Partner
- Richard H. KolbPartner
- Erika L. BatemanPartner
- Richard H. KolbManaging Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Inspirion Wealth Advisors, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
In order to sell securities for a commission, Mark Holmertz is a registered representative of Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC .
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 428 | $1.3B | 91% |
| Individuals | 492 | $99M | 7% |
| Pension and profit sharing plans | 35 | $30M | 2% |
Disciplinary disclosures
Inspirion Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗inspirionwealth.com ↗
AtlasMembers
The full record on Inspirion Wealth Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,671 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Inspirion Wealth Advisors, LLC manage?
Inspirion Wealth Advisors, LLC reports $1.4 billion in regulatory assets under management across 2,687 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Inspirion Wealth Advisors, LLC?
Inspirion Wealth Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Inspirion Wealth Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($1.3 billion, 428 clients); individuals ($99 million, 492 clients); pension and profit sharing plans ($30 million, 35 clients).
Does Inspirion Wealth Advisors, LLC have any disciplinary history?
Inspirion Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Inspirion Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →