Overview
Assets Under Management: $555 million
Headquarters: JUPITER, FL
High-Net-Worth Clients: 54
Average Client Assets: $10 million
Frequently Asked Questions
INLET PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297154), INLET PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
INLET PRIVATE WEALTH, LLC is headquartered in JUPITER, FL.
INLET PRIVATE WEALTH, LLC serves 54 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, INLET PRIVATE WEALTH, LLC offers portfolio management for individuals. View all service details ↓
INLET PRIVATE WEALTH, LLC manages $555 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, INLET PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.79
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 173
Discretionary Accounts: 154
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 297154
Last Filing Date: 2025-02-14 00:00:00
Website: https://inletprivatewealth.com