AUMdb

Inspirion Wealth Advisors, Llc

SEC-registered Insurance-Affiliated · Mid-sized ($1B–$10B) CRD 165174 · SEC file 801-77181 · Libertyville, IL · WWW.INSPIRIONWEALTH.COM
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$1.4B
Discretionary
$1.4B
Clients
955
Avg AUM / client
$1.5M
Accounts
2,687
Employees
12

AUM over time

$0 $1.4B
Sep 17, 2012 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 492 $98.8M 7.09%
High net worth individuals 428 $1.3B 90.8%
Pension and profit sharing plans 35 $29.5M 2.12%

People (9)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Noah Abram Seidenberg Chief Compliance Officer & Managing Partner CFP Oct 2012 (14y) 25% – 50%
Richard Hartford Kolb Managing Member CFP Oct 2012 (14y) ≈ 28.13% – 75% via Inspirion Legacy Partners, Llc
Erika Lee Bateman Partner CFP Nov 2014 (12y) Less than 5%
Richard Hartford Kolb Partner CFP Aug 2018 (8y) Less than 5%
Mark David Holmertz Registered representative CFP Oct 2012 (14y)
Richard Alan Young Registered representative Oct 2012 (14y)
Myron Edward Hazen Registered representative CFP Oct 2012 (14y)
Peter David Kolb Registered representative CFP Sep 2021 (5y)
Donald Maynard Kolb Registered representative Apr 2025 (1y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Inspirion Holdings, Llc Managing Member Dec 2021 A 75% or more
Inspirion Legacy Partners, Llc Managing Member Dec 2021 B ≈ 56.25% – 100% via Inspirion Holdings, Llc

Estimated effective ownership (look-through of filed bands):

  • Richard Hartford Kolb: 50% – 75% of Inspirion Legacy Partners, Llc × 75% – 100% of Inspirion Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
  • Inspirion Legacy Partners, Llc: 75% – 100% of Inspirion Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 977 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗