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- Custodian
- Axos
- Clients
- Retail
- Platforms
- FocusFusion +more
- Established Date
- 08-02-2022
- Office Locations
- 1
Office Locations
About 1B - Inbundance Wealth Management
Inbundance Wealth Management is a Portland, OR wealth management and planning firm focused on helping individuals and families build a healthier relationship with money through coaching, education, and purpose-driven planning. Services include financial planning, portfolio construction and asset allocation, with use of public funds such as mutual funds, plus insurance and estate planning support. Notably, the firm is a Certified B Corp and a 1% for the Planet member.
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Owner & Executives
COREY PETER KASTER
Chief Compliance Officer, President
- CRD
- #5097490
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,081,250 | -- |
| Total | $12,081,250 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,081,250
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,807,123,444 | 47.2% |
| Cash | $2,021,527,921 | 52.8% |
| Total | $3,828,651,365 | 100.0% |