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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Inspirion Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Inspirion Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Inspirion Wealth Advisors?","answer":"Inspirion Wealth Advisors is owned through a chain of holding companies by Richard Kolb. 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