1b - Inbundance Wealth Management

Overview

Inbundance Wealth Management operates as an independent registered investment adviser structured as a limited liability company and positions itself as a capital allocator focused on individual and family clients. The firm offers fee-based advisory relationships charged as a percentage of assets under management and concentrates its advisory work on financial planning, portfolio management for individuals and small businesses, and the selection of sub‑advisers. It is not an active ESG investor and is structured for a single-state scope. Investment activity is concentrated in pooled public funds and mutual funds, with annuity products also used as part of client solutions. The firm manages relationships on a primarily non‑discretionary basis, which suggests a model built around client consent for trades and customized planning rather than delegated portfolio control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices