# Inspirion Wealth Advisors

Inspirion Wealth Advisors is a Bank / Wealth / Trust based in Libertyville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Libertyville, United States
- **Region:** North America
- **Address:** Libertyville, IL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** inspirionwealth.com
- **LinkedIn:** https://www.linkedin.com/company/inspirion-wealth-advisors-llc

## Regulatory record

- **CRD number:** 165174
- **SEC file number:** 801-77181
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165174

## About

Inspirion Wealth Advisors was established in 2012 and operates as a registered investment advisor (RIA) headquartered in Libertyville, Illinois, a commuter suburb roughly 35 miles north of Chicago. The firm was founded to meet a straightforward but persistent need: integrated wealth management for affluent families in the North Shore corridor who value a fiduciary relationship over a brokerage one. Its regulatory status as an RIA — rather than a broker-dealer — means Inspirion is legally obligated to put client interests first when structuring portfolios, a distinction that anchors its business model. The firm offers asset management delivered through personalized portfolio construction rather than pooled funds. Its service menu spans three core pillars: investment planning, tax strategy, and comprehensive portfolio management. Coverage includes retirement-income modeling, estate-tax minimization, and asset-allocation design calibrated to a client's liquidity needs and intergenerational goals. The geographic footprint is concentrated in Chicagoland, with clients drawn heavily from Lake County and the adjacent suburban ring. Team size and total regulatory assets under management are not publicly disclosed. Inspirion maintains no secondary offices, no linked philanthropic foundation, and no visible membership in peer networks such as Tiger 21 or R360. The firm's public footprint is purposefully narrow — a single office, a modest website, and regulatory filings that confirm its continuing registration without revealing growth metrics. That profile places it squarely among the thousands of sub-scale RIAs across the U.S. that serve tightly defined local clienteles. The structural differentiator here is negative definition: what Inspirion is not. It is not a multi-family office pursuing institutional-quality alternatives. It is not a roll-up platform backed by private equity. It is not a dual-registered broker-dealer. It is a pure-play, locally rooted RIA that has maintained the same fiduciary wrapper since 2012, even as competitors in the Chicago wealth corridor have consolidated, rebranded, or layered on commission-based products.

## Sectors

- Financial Services

## Related profiles

- [Inspire Wealth Partners](https://altss.com/profile/inspire-wealth-partners)
- [Institut Català de Finances](https://altss.com/profile/institut-catal-de-finances)

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Last updated: 2026-08-11T02:43:31.692Z

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