CRD: 314961
Inspire Private Wealth Management
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $999.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Inspire Private Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANITA MARIE LOY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4608143
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Inspire Private Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.