CRD: 314961
Inspire Private Wealth Management
$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
4 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2021
- Office Locations
- 1
Office Locations
1717 Alliant Avenue Suite 8 Louisville KY
About Inspire Private Wealth Management
Inspire Private Wealth Management is a Louisville, KY–based, founder-led RIA providing financial planning and portfolio management for individuals and entrepreneurs, including retirement, tax and estate planning, insurance, and business succession needs. Portfolios emphasize asset allocation using ETFs, mutual funds and fixed income; custody with SEI.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$999.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ANITA MARIE LOY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4608143
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,993,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,993,998 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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