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INLET PRIVATE WEALTH, LLC
CRD 297154 · SEC 801-113455
116 INTRACOASTAL POINTE DR., SUITE 400, JUPITER, FL, 33477, United States
Phone
(561) 781-0400
Fax
561-781-0407
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$608.1M
Discretionary AUM
$560.0M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)SUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $9.2M |
| High net worth individuals | 89 | $585.2M |
States served
NY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD