Inherent Wealth Fund, LLC

Inherent Wealth Fund, LLC (CRD# 313416) is a financial advisory firm headquartered in Palm Desert, CA. They manage $560,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
73265 Shadow Mountain Drive, Palm Desert, CA 92260
https://www.inherentwealthfund.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Inherent Wealth Fund, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Kamys, financial advisor Palm Desert CA
Jeffrey G. Kamys
CRD#: 6944486
73265 Shadow Mountain Drive, Palm Desert, CA 92260

Jeffrey Kamys (CRD# 6944486) is an Investment Advisor Representative working at Inherent Wealth Fund, LLC in Palm Desert, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals