Fee-only adviser · San Francisco, CA
Inherent Wealth Fund, LLC
Inherent Wealth Fund, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Francisco, California. On its latest Form ADV, filed October 5, 2026, it reports $825K in regulatory assets under management, 2 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 313416 · SEC file 801-122224 |
| Office | 1 Embarcadero CTR Suite 1200 San Francisco, CA 94111 |
| Phone | (415) 399-9733 |
| Website | www.inherentwealthfund.com |
| Regulatory assets under management | $825K |
| Individual clients | 2 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Francisco
- Perigon Wealth Management, LLC $11.3B
- Parallel Advisors, LLC $10.3B
- Asset Dedication, LLC $2.9B
- Natural Investments $2.0B
- Bakeravenue $7.7B
- Delta Investment Management, LLC $857M
See all 144 fee-only advisers in San Francisco →
Nearby
- Emeryville 2 firms
- Tiburon 4 firms
- Sausalito 7 firms
- Oakland 17 firms
- Alameda 2 firms
- Albany 2 firms
- Berkeley 10 firms
- South San Francisco 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Inherent Wealth Fund, LLC? Update this listing.