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INHERENT WEALTH FUND, LLC
CRD 313416 · SEC 801-122224
73265 SHADOW MOUNTAIN DRIVE, PALM DESERT, CA, 92260, United States
Phone
415-399-9733
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$825K
Discretionary AUM
$825K
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $825K |
All web addresses on file
Official SEC filing: View on IAPD