Investment adviser · CRD 125713
INSPIRED FINANCIAL
Investment adviser filing (IA)
INSPIRED FINANCIAL LLC
HUNTINGTON BEACH, CA, United States · Form ADV filed Apr 16, 2023
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 510 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 99 | $225,000,000 | 93.8% |
| Individuals | 33 | $15,000,000 | 6.3% |
Filing source
Form ADV 1752723 · Apr 16, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 16, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
5011 ARGOSY AVENUE, STE. 7HUNTINGTON BEACH, CA, 92649, United States
CRD 125713
Filing source
Form ADV 1752723 · Apr 16, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.