INSPIRION WEALTH ADVISORS, LLC

HTTP://WWW.INSPIRIONWEALTH.COM LIBERTYVILLE, IL Investment Advisor How do I update this listing?

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Inspirion Wealth Advisors is based out of Libertyville. Inspirion Wealth Advisors is a large advisory firm with 788 clients and discretionary assets under management (AUM) of $791,446,738 (Form ADV from 2021-04-01). Their last reported 13F filing for Q1 2021 included $377,242,000 in managed 13F securities and a top 10 holdings concentration of 72.77%. Inspirion Wealth Advisors's largest holding is Vanguard Mid-Cap Value ETF with shares held of 234,400. Inspirion Wealth Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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03/31/2021

13F Activity

  • Market Value $377.242 Million
  • Prior Market Value $355.272 Million
  • New Purchases5 stocks
  • Additional Purchases33 stocks
  • Sold out of3 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 72.77 %
  • Turnover % [1]:9.41%
  • Turnover Alt % [2]: 7.11 %
  • Time Held Top20:15.55 quarters
  • Time Held Top10:15.50 quarters
  • Time Held All:15.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 10.31%
Performance Last 4 Quarters: 17.09%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

INSPIRION WEALTH ADVISORS, LLC
900 TECHNOLOGY WAY SUITE 130
LIBERTYVILLE IL    60048
Country: United States

Business Phone: 847-918-9100
Fax: 847-918-9194
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 12
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 751,874,000
Total Number of Clients: 788
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2021-01-25
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2020-10-06
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2020-02-24
Name Title Start Date Direct/Indirect % Ownership

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2019-09-27
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2018-11-23
Name Title Start Date Direct/Indirect % Ownership
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01

INSPIRION WEALTH ADVISORS, LLC

ownership team - last updated 2017-08-18
Name Title Start Date Direct/Indirect % Ownership
SEIDENBERG, NOAH, ABRAM MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-10-01
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-10-01
KOLB, RICHARD, HARTFORD MANAGING MEMBER 10/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRYS WEALTH ADVISORS LLC MANAGING MEMBER direct 2012-08-01
INSPIRION WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-10-01

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