Inspirion Wealth Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 955
- Avg AUM / client
- $1.5M
- Accounts
- 2,687
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 492 | $98.8M | 7.09% |
| High net worth individuals | 428 | $1.3B | 90.8% |
| Pension and profit sharing plans | 35 | $29.5M | 2.12% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Noah Abram Seidenberg | Chief Compliance Officer & Managing Partner | CFP | Oct 2012 (14y) | 25% – 50% |
| Richard Hartford Kolb | Managing Member | CFP | Oct 2012 (14y) | ≈ 28.13% – 75% via Inspirion Legacy Partners, Llc |
| Erika Lee Bateman | Partner | CFP | Nov 2014 (12y) | Less than 5% |
| Richard Hartford Kolb | Partner | CFP | Aug 2018 (8y) | Less than 5% |
| Mark David Holmertz | Registered representative | CFP | Oct 2012 (14y) | |
| Richard Alan Young | Registered representative | Oct 2012 (14y) | ||
| Myron Edward Hazen | Registered representative | CFP | Oct 2012 (14y) | |
| Peter David Kolb | Registered representative | CFP | Sep 2021 (5y) | |
| Donald Maynard Kolb | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inspirion Holdings, Llc | Managing Member | Dec 2021 | A | 75% or more |
| Inspirion Legacy Partners, Llc | Managing Member | Dec 2021 | B | ≈ 56.25% – 100% via Inspirion Holdings, Llc |
Estimated effective ownership (look-through of filed bands):
- Richard Hartford Kolb: 50% – 75% of Inspirion Legacy Partners, Llc × 75% – 100% of Inspirion Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Inspirion Legacy Partners, Llc: 75% – 100% of Inspirion Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗