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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Inherent Wealth Fund LLC
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|---|---|
| CRD # | 313416 |
| SEC # | 801-122224 |
| CIK # | |
| AUM | $0.7 M (2024-10-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-399-9733 |
| Address | 73265 Shadow Mountain Drive Palm Desert, CA 92260 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 700.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 700.0 |
| By Discretionary | ||
| Discretionary | 2 | 700.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 700.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.0 | |
| Total | 2 | 700.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Filippo Stipo Capital Management LLC
✚
|
0.0 | |
|
BBAE Advisors LLC
✚
|
TX | 0.0 |
|
Wavvest Wealth LLC
✚
|
IL | 0.0 |
|
MAKE the Memory Financial Planning LLC
✚
|
0.0 | |
|
Trove Investment Advisors LLC
✚
|
TX | 0.0 |
|
BVB and Partners Sa
✚
|
0.0 | |
|
AURA Finance Inc
✚
|
CA | 0.0 |
|
Pensionbee Inc
✚
|
0.0 | |
|
Lighthouse Wealth Partners Inc
✚
|
0.0 | |
|
Antigravity Investments Inc
✚
|
0.0 |