Inspire Private Wealth Management

Inspire Private Wealth Management (CRD# 314961) is a financial advisory firm headquartered in Louisville, KY. They manage $18,825,980 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1717 Alliant Ave, Suite 8, Louisville, KY 40299

https://www.inspirepwm.com

By the Numbers

Total Assets Under Management

19

MILLION
Total Number of Accounts

48

ACCOUNTS
Average Account Value

$392,208

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Inspire Private Wealth Management

Showing 1 - 1 of 1 top financial advisors.

Anita M. Loy

CRD#: 4608143

1717 Alliant Avenue, Suite 8, Louisville, KY 40299

Anita Loy (CRD# 4608143) is an Investment Advisor Representative working at Inspire Private Wealth Management in Louisville, KY and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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