DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Former SEC-registered adviser

I••••••• W••••• F•••• L••

Former SEC-registered adviserPalm Desert, CaliforniaCRD 313416SEC 801-122224IAPD
Latest filing Oct 17, 2024
First filing on the tape Mar 4, 2021 · 31 filings
RAUM
$700,000
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$700,000 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$700,000
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$560,000 as of Mar 31, 2024
Jan 25, 2022$475,268 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2024
Jan 25, 20221 then
Employees (5.A)2 as of Mar 31, 2024
Jan 25, 20223 then
Private funds: no history
RAUM -51% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Oct 17, 2024; every figure names its basis
RAUM per advisor
$700,000derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$350,000derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-61%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$700,000100%
Individual clients
2reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J•••••• G••••• K••••Palm Desert, CaAug 11, 202220 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • K••••• J••••••• G• · Ceo, Chief Investment Strategist, Chief Compliance Officercontrol
      since 01/2021 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Advisory activities · 2 to 1
      Aug 19, 2024 to Sep 2, 2024
    • Advisory activities · 1 to 2
      Jul 25, 2024 to Aug 5, 2024
    • Insurance-licensed employees · 1 to 0
      Jul 25, 2024 to Aug 5, 2024
    • Discretionary RAUM · $560,000 to $700,000
      Mar 31, 2024 to Jun 17, 2024
    • Individual RAUM · $560,000 to $700,000
      Mar 31, 2024 to Jun 17, 2024
    • RAUM · $560,000 to $700,000
      Mar 31, 2024 to Jun 17, 2024
    • Accounts · 1 to 2
      Aug 21, 2023 to Mar 31, 2024
    • Individual clients · unset to 2.0
      Aug 21, 2023 to Mar 31, 2024
    • Discretionary RAUM · $1.1M to $560,000
      Aug 21, 2023 to Mar 31, 2024
    • Individual RAUM · unset to 560000.0
      Aug 21, 2023 to Mar 31, 2024
    • RAUM · $1.1M to $560,000
      Aug 21, 2023 to Mar 31, 2024
    • Related adviser · true to false
      Aug 21, 2023 to Mar 31, 2024
    • HQ city · SAN FRANCISCO to PALM DESERT
      Aug 2, 2023 to Aug 21, 2023
    • Employees · 3 to 2
      Feb 19, 2023 to Jul 30, 2023
    • Discretionary RAUM · $1.4M to $1.1M
      Feb 19, 2023 to Jul 30, 2023
    • RAUM · $1.4M to $1.1M
      Feb 19, 2023 to Jul 30, 2023
    • Discretionary RAUM · $475,268 to $1.4M
      Feb 15, 2022 to Feb 19, 2023
    • RAUM · $475,268 to $1.4M
      Feb 15, 2022 to Feb 19, 2023
    • Employees · 2 to 3
      Dec 21, 2021 to Jan 25, 2022
    • Insurance-licensed employees · 0 to 1
      Dec 21, 2021 to Jan 25, 2022
    • Discretionary RAUM · $266,000 to $475,268
      Dec 21, 2021 to Jan 25, 2022
    • RAUM · $266,000 to $475,268
      Dec 21, 2021 to Jan 25, 2022
    • Accounts · unset to 1.0
      Nov 11, 2021 to Dec 21, 2021
    • Advisory employees · 2 to 1
      Nov 11, 2021 to Dec 21, 2021
    • Advisory activities · 3 to 1
      Nov 11, 2021 to Dec 21, 2021
    • State-registered IARs · 2 to 1
      Nov 11, 2021 to Dec 21, 2021
    • Discretionary RAUM · unset to 266000.0
      Nov 11, 2021 to Dec 21, 2021
    • Non-discretionary RAUM · unset to 0.0
      Nov 11, 2021 to Dec 21, 2021
    • RAUM · unset to 266000.0
      Nov 11, 2021 to Dec 21, 2021
    • Accounts · 0.0 to unset
      Jul 30, 2021 to Aug 2, 2021
    • Discretionary RAUM · 0.0 to unset
      Jul 30, 2021 to Aug 2, 2021
    • Non-discretionary RAUM · 0.0 to unset
      Jul 30, 2021 to Aug 2, 2021
    • RAUM · 0.0 to unset
      Jul 30, 2021 to Aug 2, 2021
    • State-registered IARs · 1 to 2
      Jul 14, 2021 to Jul 30, 2021
    Signals
    3 dated events
    • V••• B•••• (Chief Compliance Officer) no longer on Schedule A of I••••••• W••••• F•••• L•• (listed 2022-01-25, absent 2022-02-15)
      Feb 15, 2022 · Control person left · inference
    • V••• B•••• (Chief Compliance Officer) appeared on Schedule A of I••••••• W••••• F•••• L••
      Dec 21, 2021 · Control person joined · fact
    • I••••••• W••••• F•••• L•• filed its initial SEC registration (Form ADV)
      Mar 4, 2021 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/inherent-wealthfundreportedpublic record, Form ADV, Sep 18, 2026
    Website
    inherentwealthfund.comreportedpublic record, Form ADV, Sep 18, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $700,000derivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026