CRD: 333122
THE Inspired Network Wealth Advisory
$17.9M Total AUM
$17.9M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2025
- Office Locations
- 1
Office Locations
19 BAY Avenue Highlands NJ
About THE Inspired Network Wealth Advisory
THE Inspired Network Wealth Advisory is a Highlands-based RIA. The firm has been operating for 1 years. Managing $17.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$372.8K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TIMOTHY R AYERS
Chief Compliance Officer, Managing Member
- CRD
- #4838817
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
Kyle Anthony Shenk
--
- CRD
- #2600042
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,896,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,896,459 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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