Inspire Advisors, LLC
Firm details
- Headquarters
- Meridian, Idaho
- CRD number
- 300279
- Registered since
- February 8, 2019
- Website
- www.inspireadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.17%
- HNWI45.81%
- Charitable Organizations1.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Inspire Advisors, LLC is an independent registered investment adviser formed as an LLC in 2019 that serves both individual/family and institutional clients on a fee‑based, percentage‑of‑AUM schedule. The firm acts as a capital allocator and provides portfolio management for individuals, small businesses, and institutions, and it also selects third‑party advisers for client mandates. Inspire does not market itself as an active ESG investor. The firm has been recognized by Citywire on its "50 Growers Across America" list in 2022 and again in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 77
Andrew Lehman
Financial AdvisorCRD 5706352
Jeremy Ervin
Investment Advisor RepresentativeCRD 5797465
George Williams
Financial AdvisorCRD 5850309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 499Active vs passive
$2.1B in ETFs
80%
$1.7B
18%
$426M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE INTERNATIONAL ETF (WWJD) | Inspire | Passive | Foreign Large Blend | $125M | 3,282,710 | 5.84% |
Location
Meridian, ID
Ada
Location
Meridian, ID
Headquartered in Meridian, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 3597 E Monarch Sky Ln
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Inspire Investing, LLC
RIAMeridian, ID
Next Level Wealth Planning, LLC
RIAMeridian, ID
Siddhi Capital, LLC
RIAMeridian, ID
Doceo Wealth, LLC
RIAMeridian, ID
Hawke Financial Group
RIAMeridian, ID
Desert Rose Capital Management, Inc.
RIAMeridian, ID