Inherent Wealth Fund, LLC

Overview

Inherent Wealth Fund, LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals, families and small businesses and charges clients on a percentage-of-assets-under-management basis. It does not market itself as an ESG investor, does not operate across multiple states, and does not serve as a pension consultant or capital allocator. Advisory activities are limited to discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices