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 SEC-registered investment adviser formed as an LLC in 2019 that bills itself as a capital allocator serving individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses and institutions, in addition to selecting third‑party managers on clients’ behalf. Inspire is not classified as an active ESG investor in the source data. Industry affiliations include connections to another investment adviser and an insurance company, and the firm has been recognized by Citywire's "50 Growers Across America" list in both 2022 and 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 71Mitchell Wirth
Financial AdvisorCRD 7862710
LUKE ANDREWS
Wealth Management AdvisorCRD 6308713
THOMAS SEROOGY
Investment Advisor RepresentativeCRD 6076174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 254Active vs passive
$964M in ETFs
77%
$740M
21%
$224M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE INTERNATIONAL ETF (WWJD) | Inspire | Passive | Foreign Large Blend | $109M | 2,912,545 | 11.30% |
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
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