Inspirion Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Inspirion Wealth Advisors reports 955 clients. They include 492 individual clients, 428 high-net-worth individuals, and 35 pension and profit-sharing plans. Of its assets, 100.0% ($1.39B across 2,687 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.39B. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 7% |
| High-net-worth individuals | 45% | 91% |
| Pension and profit-sharing plans | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 492 | $98.8M | 7.1% | $201K |
| High-net-worth individuals | 428 | $1.27B | 90.8% | $2.96M |
| Pension and profit-sharing plans | 35 | $29.5M | 2.1% | $844K |
| Total | 955 | $1.39B | 100% | $1.46M |
- Clients
- 492
- Regulatory AUM
- $98.8M
- AUM share
- 7.1%
- Avg. per client
- $201K
- Clients
- 428
- Regulatory AUM
- $1.27B
- AUM share
- 90.8%
- Avg. per client
- $2.96M
- Clients
- 35
- Regulatory AUM
- $29.5M
- AUM share
- 2.1%
- Avg. per client
- $844K
Total
- Clients
- 955
- Regulatory AUM
- $1.39B
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Inspirion Wealth Advisors charges up to 1.85% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance.
Fee details and sources
Inspirion Holdings, LLC owns 75% or more of Inspirion Wealth Advisors and is in turn owned by Inspirion Legacy Partners, LLC (75% or more). The leadership team of Inspirion Wealth Advisors includes Chief Compliance Officer Noah Seidenberg. It has 12 employees, 9 of them in advisory roles.
Leadership
- Noah SeidenbergChief Compliance Officer & Managing Partner
- Erika BatemanPartner
- Richard KolbPartner
- Richard KolbManaging Partner
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Erika Lee Bateman
- Reid SM Graham
- Myron Edward Hazen
- Mark David Holmertz
- Donald Maynard Kolb
- Peter David Kolb
- Richard Hartford Kolb JR
- Richard Hartford Kolb III
- Noah Abram Seidenberg
- Richard Alan Young
Staff
- 12 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Inspirion Wealth Advisors, LLC
Inspirion Holdings, LLC
Control person · since December 2021
- Owns 75% or more of Inspirion Holdings, LLC
Inspirion Legacy Partners, LLC
Control person · since December 2021
- Owns 50% to 75% of Inspirion Legacy Partners, LLC
Richard Kolb
Control person · since December 2021
Inspirion Wealth Advisors’ regulatory assets grew 1.8× from $791M (April 2021) to $1.39B (March 2026); clients rose from 788 to 955 and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.39B | 955 | 12 | 2 |
| February 2025 | $1.24B | 928 | 13 | 2 |
| May 2024 | $1.08B | 873 | 13 | 2 |
| March 2023 | $915M | 835 | 13 | 2 |
| February 2022 | $1.03B | 848 | 12 | 2 |
| April 2021 | $791M | 788 | 12 | 2 |
Besides its headquarters, Inspirion Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 900 Technology Way, Suite 130, LibertyvilleHQ
Contact and registration details
- Legal name
- Inspirion Wealth Advisors, LLC
- Headquarters
- 900 Technology Way, Suite 130, Libertyville, IL 60048
- Website
- inspirionwealth.com
- Phone
- 847-918-9100
- SEC file
- 801-77181
- Founded
- 2012
- Structure
- Illinois LLC
- Fiscal year end
- December
Inspirion Wealth Advisors uses Charles Schwab ($1.38B) as custodian for its separately managed accounts. Inspirion Wealth Advisors has custody of $1.08B in client assets for 813 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.38B100%
At year end, Inspirion Wealth Advisors’ separately managed accounts were mostly in funds (62%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $874M across 189 positions; the largest are Vanguard Whitehall Fds (11.4%), Vanguard Index Fds (10.4%) and Capital Group Intl Focus EQT (8.0%).
What the accounts hold
- Stocks14%
- Funds62%
- Bonds19%
- Investment grade corporate bonds17%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
Reported 13F holdings
- $874M
- Reported 13F value
- 189
- Positions
- 61.1%
- In the 10 largest
- +8.8%
- Value vs. prior quarter
- Vanguard Whitehall Fds · High Div Yld11.4%
- Vanguard Index Fds · Growth ETF10.4%
- Capital Group Intl Focus EQT · Shs Creat Unit8.0%
- Vanguard Index Fds · Mcap VL Idxvip5.9%
- Abbvie Inc.5.7%
- Janus Detroit Str TR · Hendrson Aaa CL5.0%
- Janus Detroit Str TR · Henderson Mtg4.4%
- Blackrock ETF Trust II · iShares Aaa Clo3.9%
- Vanguard Index Fds · Small CP ETF3.3%
- Vanguard Index Fds · Mcap GR Idxvip3.0%
Together, the ten largest are 61.1% of reported value.
How many clients does Inspirion Wealth Advisors have?
Inspirion Wealth Advisors has 955 clients and manages $1.39 billion for them, as of March 2026. They include 492 individual clients, 428 high-net-worth individuals, and 35 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Inspirion Wealth Advisors offer?
Inspirion Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Inspirion Wealth Advisors charge?
Inspirion Wealth Advisors charges up to 1.85% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance.
Source: FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE, filed 27 March 2026
Which custodians does Inspirion Wealth Advisors use?
Inspirion Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.38B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Inspirion Wealth Advisors have?
Inspirion Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Inspirion Wealth Advisors invest in?
At the end of its last fiscal year, Inspirion Wealth Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 17% investment grade corporate bonds, 14% exchange-traded equities, 7% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Inspirion Wealth Advisors?
Inspirion Wealth Advisors is owned through a chain of holding companies by Richard Kolb. Its direct owner is Inspirion Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Inspirion Wealth Advisors get paid?
Inspirion Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Inspirion Wealth Advisors?
Inspirion Wealth Advisors’ main office is at 900 Technology Way, Suite 130, Libertyville, IL 60048. Its phone number is 847-918-9100. Its website is inspirionwealth.com.