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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

INSPIRED FINANCIAL

INSPIRED FINANCIAL LLC, CRD 125713

HUNTINGTON BEACH, CA

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:fafad3e8-c304-ae87-5717-ecedadf40d55

Data as of Apr 16, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 0
Observed: Jan 30, 2012 to Apr 16, 2023
22 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $240MItem 5.F on the latest filing (2023-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $240M
Private client RAUM: $240MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 510
Individual clients: 33
High net worth clients: 99
SEC number: 801-79055
CRD: 125713
Filings on the tape: 22
First filed: Jan 30, 2012
Latest filed: Apr 16, 2023
Organised: Limited Liability Company, California

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
ZOHLEN, EVELYN	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	01/2003	Jan 30, 2012	Apr 16, 2023
PRENDERGAST, MARK, LOUIS	Principal	Na	no	08/2007	Jan 30, 2012	Apr 16, 2023

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
2022	Feb 28, 2023	$240M	$240M	8	5	0	n/a	n/a
2021	Mar 16, 2022	$290M	$290M	8	4	0	n/a	n/a
2020	Mar 10, 2021	$247M	$247M	4	4	0	n/a	n/a
2019	Mar 5, 2020	$196M	$196M	4	2	0	n/a	n/a
2018	Feb 28, 2019	$161M	$161M	5	3	0	n/a	n/a
2017	Feb 13, 2018	$163M	$163M	4	1	0	n/a	n/a
2016	Feb 8, 2017	$133M	$133M	4	3	n/a	n/a	n/a
2015	Mar 17, 2016	$123M	$123M	5	4	n/a	n/a	n/a
2014	Feb 19, 2015	$110M	$110M	4	3	n/a	n/a	n/a
2013	Feb 24, 2014	$106M	$106M	4	3	n/a	n/a	n/a
2011	Apr 2, 2012	$75.0M	$75.0M	n/a	n/a	n/a	n/a	n/a

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
2022	$240M	$290M	-17.1%	$196M	7.0%	8	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APELLA WEALTH	4	Nov 6, 2023	Jul 20, 2023	HUNTINGTON BEACH, CA	Firm absorbed	RIA to RIA	80.0%

Relationships

Controls (1)

← ZOHLEN, EVELYNOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 30, 2012 to presentfactForm ADV

Owns (1)

← PRENDERGAST, MARK, LOUISOwnerPRINCIPAL, ownership code NA, individual
Jan 30, 2012 to presentfactForm ADV

Registered with (7)

← MARIA DEL MAR CASTILLO DOMINGUEZAdvisorregistration: previous registration
Apr 17, 2020 to Nov 7, 2023factForm ADV
← EVELYN MARIE ZOHLENAdvisorregistration: previous registration
Jul 16, 2003 to Nov 6, 2023factForm ADV
← MARK LOUIS PRENDERGASTAdvisorregistration: previous registration
Aug 23, 2007 to Nov 6, 2023factForm ADV
← Claire ThorntonAdvisorregistration: previous registration
Apr 17, 2020 to Nov 6, 2023factForm ADV
← Robert Easton PriceAdvisorregistration: previous registration
Oct 7, 2022 to Nov 6, 2023factForm ADV
← LESLIE SARAH REAAdvisorregistration: previous registration
Feb 13, 2018 to Dec 23, 2019factForm ADV
← KEVIN PAUL HENSSAdvisorregistration: previous registration
Feb 24, 2014 to Jul 10, 2018factForm ADV

Moved with (1)

→ APELLA WEALTHRegistered adviser4 advisors, firm absorbed
Nov 6, 2023 to Jul 20, 2023factForm ADV

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
Maria Del Mar Castillo Dominguez left Inspired Financial for Apella Wealth (registered 2023-07-20)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2023
Firm absorbed
Inspired Financial's advisors moved to Apella Wealth (Huntington Beach, CA): 4 of 5 registered, a day apart
Form ADVobserved 4 days ago
4 advisors
Occurred
Nov 6, 2023
Advisor changed firm
Mark Louis Prendergast left Inspired Financial for Apella Wealth (registered 2023-07-20)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2023
Advisor changed firm
Claire Thornton left Inspired Financial for Apella Wealth (registered 2023-07-20)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2023
Advisor changed firm
Evelyn Marie Zohlen left Inspired Financial for Apella Wealth (registered 2023-07-20)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2023
Advisor changed firm
Robert Easton Price left Inspired Financial for Apella Wealth (registered 2023-07-20)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2014
First Form ADV filing
Inspired Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fafad3e8-c304-ae87-5717-ecedadf40d55
First observed: Jan 30, 2012
Last observed: Apr 16, 2023 41 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.

INSPIRED FINANCIAL

INSPIRED FINANCIAL LLC, CRD 125713

HUNTINGTON BEACH, CA

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:fafad3e8-c304-ae87-5717-ecedadf40d55

Data as of Apr 16, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ZOHLEN, EVELYN

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

01/2003

Jan 30, 2012

Apr 16, 2023

PRENDERGAST, MARK, LOUIS

Principal

08/2007

Jan 30, 2012

Apr 16, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 28, 2023

$240M

n/a

2021

Mar 16, 2022

$290M

n/a

2020

Mar 10, 2021

$247M

n/a

2019

Mar 5, 2020

$196M

n/a

2018

Feb 28, 2019

$161M

n/a

2017

Feb 13, 2018

$163M

n/a

2016

Feb 8, 2017

$133M

n/a

2015

Mar 17, 2016

$123M

n/a

2014

Feb 19, 2015

$110M

n/a

2013

Feb 24, 2014

$106M

n/a

2011

Apr 2, 2012

$75.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$240M

$290M

-17.1%

$196M

7.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APELLA WEALTH

Nov 6, 2023

Jul 20, 2023

HUNTINGTON BEACH, CA

Firm absorbed

RIA to RIA

80.0%