Inlet Private Wealth, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 297154
- Registered since
- June 15, 2018
- Website
- inletprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, NATIONAL ADVISOR HOLDINGS, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.23%
- Charitable Organizations2.26%
- Individuals1.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inlet Private Wealth, LLC is an independent, owner-operated RIA that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses primarily on equity investments while using third‑party managers for non‑public strategies. Inlet is registered with the SEC and has been registered since 2018. The adviser does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$7.1M in ETFs
100%
$7.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $2.7M | 34,334 | 37.75% |
Location
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 116 Intracoastal Pointe Dr
- Time zone
- ET (UTC-5)
- Office locations
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