1b - Inbundance Wealth Management

Overview

1b - Inbundance Wealth Management is an independent registered investment adviser operating as a limited liability company that serves individual and family clients on a fee‑based, percentage-of-AUM model. The firm acts as a capital allocator and performs both direct portfolio management for individuals and small businesses and financial planning. It also selects third‑party advisers on clients’ behalf, positioning itself as a manager-of-managers rather than a provider focused solely on proprietary products. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting.

Assets & Accounts

Investments & Alternatives