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INSPIRION WEALTH ADVISORS, LLC

LIBERTYVILLE, IL · CRD 165174 · IAPD ↗ · inspirionwealth.com · 847-918-9100

$1.39BRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — INSPIRION WEALTH ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2025 — INSPIRION WEALTH ADVISORS, LLC notice-filed in TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — INSPIRION WEALTH ADVISORS, LLC notice-filed in IA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2024 — INSPIRION WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($915.3M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.