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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

INSPIRION WEALTH ADVISORS, LLC

CRD 165174

LIBERTYVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0690d206-e0d7-4f9c-aace-519d34ebf749

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Sep 17, 2012 to Mar 27, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,687
Individual clients: 492
High net worth clients: 428
Custody, client assets: $1.1B
SEC number: 801-77181
CIK: 1633448
CRD: 165174
Filings on the tape: 44
First filed: Sep 17, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, IL
Website: inspirionwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NOAH ABRAM SEIDENBERG	Certified Financial Planner	Naples, FL	13	35	1	no
RICHARD HARTFORD KOLB	Certified Financial Planner	LIBERTYVILLE, IL \| Longboat Key, FL	13	34	3	no
RICHARD ALAN YOUNG	n/a	Noblesville, IN \| LIBERTYVILLE, IL	13	30	4	no
MARK DAVID HOLMERTZ	Certified Financial Planner	LIBERTYVILLE, IL \| Sarasota, FL	13	27	3	yes
MYRON EDWARD HAZEN	Certified Financial Planner	LIBERTYVILLE, IL	13	24	1	no
ERIKA LEE BATEMAN	Certified Financial Planner	LIBERTYVILLE, IL	11	22	2	no
Richard Hartford Kolb	Certified Financial Planner	Libertyville, IL	8	10	n/a	no
Peter David Kolb	Certified Financial Planner	LIBERTYVILLE, IL	5	15	n/a	no
Donald Maynard Kolb	n/a	LIBERTYVILLE, IL	1	10	n/a	no
REID SM GRAHAM	n/a	LIBERTYVILLE, IL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BATEMAN, ERIKA, LEE	Partner	Na	yes	12/2021	Mar 27, 2026	Mar 27, 2026
INSPIRION HOLDINGS, LLC	MANAGING MEMBER	E	yes	12/2021	Mar 27, 2026	Mar 27, 2026
Kolb, Richard, Hartford	Partner	Na	yes	12/2021	Mar 27, 2026	Mar 27, 2026
KOLB, RICHARD, HARTFORD	MANAGING PARTNER	Na	yes	10/2012	Mar 27, 2026	Mar 27, 2026
SEIDENBERG, NOAH, ABRAM	CHIEF COMPLIANCE OFFICER & MANAGING PARTNER	Na	yes	10/2012	Mar 27, 2026	Mar 27, 2026
INSPIRION LEGACY PARTNERS, LLC	MANAGING MEMBER	E	yes	12/2021	Dec 21, 2021	Sep 16, 2024
KOLB, RICHARD, HARTFORD	MANAGING MEMBER	D	yes	12/2021	Sep 17, 2012	Sep 16, 2024
SEIDENBERG, NOAH, ABRAM	MANAGING MEMBER	C	yes	12/2021	Sep 17, 2012	Sep 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.4B	$1.4B	12	9	1	n/a	n/a
2024	Feb 10, 2025	$1.2B	$1.2B	13	9	1	n/a	n/a
2023	Feb 26, 2024	$1.1B	$1.1B	13	9	1	n/a	n/a
2022	Mar 7, 2023	$915M	$915M	13	9	1	n/a	n/a
2021	Feb 8, 2022	$1.0B	$1.0B	12	9	1	n/a	n/a
2020	Jan 25, 2021	$791M	$791M	12	8	1	n/a	n/a
2019	Feb 11, 2020	$704M	$704M	11	8	1	n/a	n/a
2018	Feb 15, 2019	$579M	$579M	10	7	1	n/a	n/a
2017	Mar 13, 2018	$604M	$604M	8	6	0	n/a	n/a
2016	Feb 2, 2017	$473M	$473M	8	6	n/a	n/a	n/a
2015	Feb 10, 2016	$416M	$416M	8	6	n/a	n/a	n/a
2014	Feb 20, 2015	$410M	$410M	6	6	n/a	n/a	n/a
2013	Feb 6, 2014	$376M	$376M	5	5	n/a	n/a	n/a
2012	Jan 22, 2013	$301M	$301M	5	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	12.6%	$915M	15.1%	12	13	1	1

Relationships

Registered with (10)

← REID SM GRAHAMAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Donald Maynard KolbAdvisorregistration: current employment
Apr 7, 2025 to presentfactForm ADV
← Peter David KolbAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← Richard Hartford KolbAdvisorregistration: current employment
Aug 31, 2018 to presentfactForm ADV
← ERIKA LEE BATEMANAdvisorregistration: current employment
Nov 11, 2014 to presentfactForm ADV
← MYRON EDWARD HAZENAdvisorregistration: current employment
Oct 17, 2012 to presentfactForm ADV
← NOAH ABRAM SEIDENBERGAdvisorregistration: current employment
Oct 16, 2012 to presentfactForm ADV
← RICHARD HARTFORD KOLBAdvisorregistration: current employment
Oct 16, 2012 to presentfactForm ADV
← RICHARD ALAN YOUNGAdvisorregistration: current employment
Oct 16, 2012 to presentfactForm ADV
← MARK DAVID HOLMERTZAdvisorregistration: current employment
Oct 16, 2012 to presentfactForm ADV

Controls (5)

← SEIDENBERG, NOAH, ABRAMOwnerMANAGING MEMBER, ownership code C, individual
Sep 17, 2012 to Sep 16, 2024factForm ADV
← KOLB, RICHARD, HARTFORDOwnerMANAGING MEMBER, ownership code D, individual
Sep 17, 2012 to Sep 16, 2024factForm ADV
← BATEMAN, ERIKA, LEEOwnerPARTNER, ownership code NA, individual
Mar 13, 2023 to Sep 16, 2024factForm ADV
← INSPIRION HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 21, 2021 to Sep 16, 2024factForm ADV
← INSPIRION LEGACY PARTNERS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 21, 2021 to Sep 16, 2024factForm ADV

Dated events

Occurred
Mar 13, 2023
Control person joined
Lee Erika Bateman (Partner) appeared on Schedule A of Inspirion Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Feb 8, 2022
Regulatory AUM changed
Inspirion Wealth Advisors, Llc reported RAUM $1.0B, up 31% from $791.4M (2021-12-21 to 2022-02-08)
Form ADVobserved 6 days ago
$243M
Occurred
Mar 13, 2018
Regulatory AUM changed
Inspirion Wealth Advisors, Llc reported RAUM $603.6M, up 27% from $473.4M (2017-08-18 to 2018-03-13)
Form ADVobserved 6 days ago
$130M
Occurred
Sep 17, 2012
First Form ADV filing
Integrys Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0690d206-e0d7-4f9c-aace-519d34ebf749
First observed: Sep 17, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INSPIRION WEALTH ADVISORS, LLC

CRD 165174

LIBERTYVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0690d206-e0d7-4f9c-aace-519d34ebf749

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NOAH ABRAM SEIDENBERG

Certified Financial Planner

Naples, FL

RICHARD HARTFORD KOLB

Certified Financial Planner

LIBERTYVILLE, IL | Longboat Key, FL

RICHARD ALAN YOUNG

n/a

Noblesville, IN | LIBERTYVILLE, IL

MARK DAVID HOLMERTZ

Certified Financial Planner

LIBERTYVILLE, IL | Sarasota, FL

yes

MYRON EDWARD HAZEN

Certified Financial Planner

LIBERTYVILLE, IL

ERIKA LEE BATEMAN

Certified Financial Planner

LIBERTYVILLE, IL

Richard Hartford Kolb

Certified Financial Planner

Libertyville, IL

n/a

Peter David Kolb

Certified Financial Planner

LIBERTYVILLE, IL

n/a

Donald Maynard Kolb

n/a

LIBERTYVILLE, IL

n/a

REID SM GRAHAM

n/a

LIBERTYVILLE, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATEMAN, ERIKA, LEE

Partner

yes

12/2021

Mar 27, 2026

INSPIRION HOLDINGS, LLC

MANAGING MEMBER

yes

12/2021

Mar 27, 2026

Kolb, Richard, Hartford

Partner

yes

12/2021

Mar 27, 2026

KOLB, RICHARD, HARTFORD

MANAGING PARTNER

yes

10/2012

Mar 27, 2026

SEIDENBERG, NOAH, ABRAM

CHIEF COMPLIANCE OFFICER & MANAGING PARTNER

yes

10/2012

Mar 27, 2026

INSPIRION LEGACY PARTNERS, LLC

MANAGING MEMBER

yes

12/2021

Dec 21, 2021

Sep 16, 2024

KOLB, RICHARD, HARTFORD

MANAGING MEMBER

yes

12/2021

Sep 17, 2012

Sep 16, 2024

SEIDENBERG, NOAH, ABRAM

MANAGING MEMBER

yes

12/2021

Sep 17, 2012

Sep 16, 2024

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.4B

n/a

2024

Feb 10, 2025

$1.2B

n/a

2023

Feb 26, 2024

$1.1B

n/a

2022

Mar 7, 2023

$915M

n/a

2021

Feb 8, 2022

$1.0B

n/a

2020

Jan 25, 2021

$791M

n/a

2019

Feb 11, 2020

$704M

n/a

2018

Feb 15, 2019

$579M

n/a

2017

Mar 13, 2018

$604M

n/a

2016

Feb 2, 2017

$473M

n/a

2015

Feb 10, 2016

$416M

n/a

2014

Feb 20, 2015

$410M

n/a

2013

Feb 6, 2014

$376M

n/a

2012

Jan 22, 2013

$301M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

12.6%

$915M

15.1%