CRD: 165174
Inspirion Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-16-2012
- Office Locations
- 4
Office Locations
About Inspirion Wealth Advisors, LLC
Inspirion Wealth Advisors is a Libertyville, IL-based fiduciary RIA formed in 2012 from the merger of two advisory firms. The team provides holistic wealth management and planning across investment, retirement, tax, estate, charitable, and insurance needs. Portfolios emphasize diversification and low-cost building blocks. Notable for long-tenured client relationships (nearly 35 years) and continuity-focused advice.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ERIKA LEE BATEMAN
Financial Advisor, Partner
- CRD
- #4813330
- Ownership
- Less than 5%
Richard Hartford Kolb III
Managing Partner, PARTNER
- CRD
- #6996271
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MYRON EDWARD HAZEN
Certified Financial Planner
- CRD
- #4477220
MARK DAVID HOLMERTZ
Financial Advisor
- CRD
- #3175086
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,394,318,971 | $518,913 |
| Non-Discretionary | $0 | -- |
| Total | $1,394,318,971 | $518,913 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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