INHERENT WEALTH FUND, LLC
CRD #313416 SEC #801-122224 PALM DESERT, CA 415-399-9733
SEC Registered
Total AUM
$700K
Discretionary
$700K
Employees
2
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $700K | $700K | $0 | 2 | 0 |
| Oct 2024 | $700K | $700K | $0 | 2 | 0 |
| Sep 2024 | $700K | $700K | $0 | 2 | 0 |
| Sep 2024 | $700K | $700K | $0 | 2 | 0 |
| Aug 2024 | $700K | $700K | $0 | 2 | 0 |
| Aug 2024 | $700K | $700K | $0 | 2 | 0 |
| Jul 2024 | $700K | $700K | $0 | 2 | 0 |
| Jun 2024 | $700K | $700K | $0 | 2 | 0 |
| Mar 2024 | $560K | $560K | $0 | 2 | 0 |
| Aug 2023 | $1.1M | $1.1M | $0 | 2 | 0 |
| Aug 2023 | $1.1M | $1.1M | $0 | 2 | 0 |
| Jul 2023 | $1.1M | $1.1M | $0 | 2 | 0 |
| Feb 2023 | $1.4M | $1.4M | $0 | 3 | 0 |
| Feb 2022 | $475.3K | $475.3K | $0 | 3 | 0 |
| Jan 2022 | $475.3K | $475.3K | $0 | 3 | 0 |
| Dec 2021 | $266K | $266K | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
DateOct 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$700K
Discretionary$700K
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$560K
Discretionary$560K
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$475.3K
Discretionary$475.3K
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$475.3K
Discretionary$475.3K
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$266K
Discretionary$266K
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0