I
$85.9M Total AUM
$85.9M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2019
- Office Locations
- 1
Office Locations
-- Boise ID
About Inspire Wealth Partners
Inspire Wealth Partners is a Boise, Idaho RIA providing fiduciary financial planning and portfolio management for intentional individuals and families looking to manage wealth with purpose for their communities. The firm is led by a CFP professional and is positioned around flat, fixed-fee advice rather than AUM-based pricing. Portfolios primarily use public funds and ETFs, with Schwab as custodian.
Team overview
-- AVG AGE
$85.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
MATTHEW VERNARD COOLEY
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5886648
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,946,686 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,946,686 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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