Inherent Wealth Fund, LLC

Inherent Wealth Fund provides discretionary portfolio management to individual investors (including high-net-worth individuals) and business entities, focusing primarily on equities and exchange-traded funds. The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring, asset allocation, and security selection tailored to clients’ goals, tax considerations, and documented risk tolerances.

The adviser combines fundamental and technical analysis and implements long-term, short-term, and options trading strategies (including covered and uncovered options) while generally limiting advice to equities and ETFs. It operates on an asset-based fee model, requires discretionary trading authority, and documents client restrictions and objectives in written investment policy statements.

The practice is small and recently formed, operating with a single advisory professional, only a couple of client accounts, and less than $1 million in assets under management while transitioning from SEC to state registration. Distinctive operational features include a requirement that clients use a specified institutional custodian, acceptance of broker-provided research/soft-dollar benefits despite the firm’s modest asset base, a past bankruptcy filing involving the firm and its principal within the last ten years, and the principal’s concurrent ownership of a separate non-investment business.