INHERENT WEALTH FUND, LLC
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 313416
- Registered since
- September 1, 2021
- Website
- www.inherentwealthfund.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inherent Wealth Fund, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm is owned by an individual and provides portfolio management services tailored to individuals and small businesses. Clients are charged a percentage-of-assets fee. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or related adviser. The firm’s stated advisory activity is direct portfolio management rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds57%
- Exchange Traded Equities35%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jeffrey Kamys
OwnerCRD 6944486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 73265 Shadow Mountain Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
PAMELA PLICK WEALTH MANAGEMENT LLC
RIAPALM DESERT, CA
AGEWISE FINANCIAL INC.
RIAPALM DESERT, CA
DESERT FINANCIAL PLANNING
RIAPALM DESERT, CA
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
RIAPALM DESERT, CA
MARSHA LEE & COMPANY,INC.
RIAPALM DESERT, CA
HARDWORKING CAPITAL ADVISORS, LLC
RIAPALM DESERT, CA