Effective October 23, 2026.
This page sets out the terms on which Inherent Wealth Fund, LLC (“Inherent Wealth Fund”, “the firm”, “we”) makes this website (the “Site”) available, and the disclosures that apply to everything published on it. By using the Site you accept these terms. If you do not accept them, please do not use the Site.
Who we are
Inherent Wealth Fund, LLC is an investment adviser registered with the State of California, Department of Financial Protection and Innovation. Registration as an investment adviser does not imply a certain level of skill or training. Our registration number (CRD) is 313416.
We may transact business only in states where we are registered or are exempt from registration. Nothing on the Site is an offer of advisory services to any person in a jurisdiction where that offer would be unlawful. Individual responses to inquiries that involve rendering personalized investment advice for compensation will be made only after we have complied with the registration requirements of the jurisdiction concerned, or an exemption from them.
Form ADV and our fees
Our Form ADV Part 2A brochure describes our services, fees, conflicts of interest and disciplinary history, and Part 2B describes the people who advise you. We deliver them before or at the time you become a client, and offer the brochure to clients every year. You may request a copy at any time, without charge, at contact@inherentwealthfund.com or (415) 692-0863.
Information, not advice
The Site is for general information about the firm and our way of investing. Nothing on it is investment, legal, tax or accounting advice, and nothing on it is a recommendation to buy, sell or hold any security or to follow any strategy. The information does not take account of any person’s objectives, financial situation or needs. Before acting on anything you read here, consider whether it is appropriate for you and, where appropriate, consult a professional who knows your circumstances.
Nothing on the Site is an offer to sell or a solicitation of an offer to buy any security. Advisory services are provided only under a written advisory agreement, after we have delivered our Form ADV.
We are a fiduciary to our clients under the advisory agreement and the law that governs us. We are not a fiduciary to visitors to the Site, and your use of the Site does not make you a client.
Our theses and strategies
The theses, strategies and themes described on the Site explain how we think and how we research. They are illustrative of our approach. They describe no particular client’s holdings, which vary by client and by the investment policy agreed with each one, and they may change at any time without notice. A thesis being described as “active” means we hold the theme in some client portfolios; it does not mean we recommend it for you.
Risk
All investing involves risk, including the possible loss of the money you invest. Thematic and sector-specific strategies concentrate in parts of the market and can be more volatile than broad market indexes. Investments in digital-asset-related vehicles are highly volatile and may be affected by regulatory change. Past performance, whether of a market, a theme, a strategy or the firm, is not a guarantee of future results, and no strategy can ensure a profit or protect against loss in a declining market. Diversification and asset allocation do not guarantee a profit or protect against loss.
Performance and statements about the future
The Site does not present investment performance. If we ever publish performance, it will be presented net of fees, over the periods and with the disclosures the law requires, and clearly labelled as actual, hypothetical or model performance. Statements on the Site about what we expect of markets, sectors or the economy are opinions as of the date they were written. They are forward-looking, depend on assumptions that may prove wrong, and may not come to pass. We have no duty to update them.
Testimonials and endorsements
The Site does not carry client testimonials or third-party endorsements. If any appear in the future, they will be accompanied by the disclosures required by the investment adviser marketing rules, including whether the person is a client and whether any compensation was paid. Ratings, awards or rankings, if ever shown, will state who gave them, when, and on what basis.
Third-party content and links
The Site links to websites we do not control, including our custodian’s and regulators’. We provide the links for convenience, do not endorse those sites and are not responsible for their content, accuracy or privacy practices. Any third-party data or research quoted on the Site is believed reliable but is not guaranteed, and the source is identified where it appears.
Social media
Where the firm maintains a presence on a social-media platform, the content there is subject to these same terms. Comments posted by others on those platforms are their own, are not screened by us as endorsements, and do not reflect our views. We do not provide personalized advice through social media.
Accuracy and availability
We try to keep the Site accurate and current, but we do not warrant that it is complete, error-free, secure or uninterrupted, and we may change or withdraw any part of it at any time without notice. The Site and its content are provided “as is” and “as available”.
Limitation of liability
To the fullest extent permitted by law, Inherent Wealth Fund, LLC and its members, officers, employees and agents are not liable for any loss or damage of any kind arising from your use of, or inability to use, the Site or its content, or from any decision you make in reliance on it. Nothing in these terms limits any liability we have to a client under the advisory agreement or under law that cannot be excluded.
Use of the Site
You may use the Site for your own non-commercial purposes. You may not copy, republish, scrape, frame or distribute its content without our written permission; interfere with its operation or security; or use it for any unlawful purpose. The name Inherent Wealth Fund and its logo are the firm’s trademarks. Other names and marks belong to their owners.
Electronic communications
When you submit a form on the Site or email us, you agree that we may reply electronically. Email is not a secure way to send account instructions or sensitive personal information; please do not send Social Security numbers, account numbers or passwords by email or through the contact form. Trading instructions are accepted only through the channels described in your advisory agreement.
Privacy
How we handle personal information is described in our Privacy Policy, which forms part of these terms.
Custodian
Client assets are held in each client’s own name at Charles Schwab & Co., Inc. (“Schwab”), a registered broker-dealer, member SIPC. Clients receive statements directly from Schwab. Inherent Wealth Fund, LLC is independent of and not affiliated with Schwab. Schwab does not supervise the firm, does not endorse or recommend it, and is not responsible for its advice or services.
Business continuity
The firm maintains a business continuity plan covering the loss of its office, systems or key people. Client assets are held by Charles Schwab & Co., Inc., an independent qualified custodian, and are not affected by an interruption to the firm’s operations; clients may contact the custodian directly at any time to access their accounts.
Governing law
These terms are governed by the laws of the State of California, without regard to its conflict-of-law rules. Any dispute about the Site will be brought in the state or federal courts located in California. This paragraph does not apply to disputes under an advisory agreement, which are governed by that agreement.
Changes
We may change these terms by posting a new version here with a new effective date. Your continued use of the Site after a change means you accept it.
Contact
Inherent Wealth Fund, LLC
1 Embarcadero Center, Suite 1200
San Francisco, California 94111
(415) 692-0863
contact@inherentwealthfund.com