Inherent Wealth Fund, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inherent Wealth Fund provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth individuals, and business entities. The firm reports $825,000 in assets under management across two client accounts and prepares an Investment Policy Statement for each client to document objectives, time horizon, and risk tolerance.
The firm generally limits its advice to equities and exchange‑traded funds but also employs both fundamental and technical analysis and uses long‑term, short‑term, and options trading (including covered, spread, and uncovered positions). Investment decisions are implemented under discretionary authority, clients receive regular custodial reporting, and the firm is compensated on an asset‑based fee basis rather than by performance fees.
Noteworthy operational features include a requirement that clients custody assets at Schwab Institutional and reliance on Schwab’s institutional research and services, which may provide soft‑dollar benefits to the adviser. Prospective clients should also be aware that both the firm and its principal have had bankruptcy filings within the last ten years and that the principal maintains an unrelated design business that occupies part of their time, all in the context of the firm’s very small client base.
Client services
Expertise
Fee options
1.00% annually
Main office
73265 Shadow Mountain Drive
Palm Desert CA 92260
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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