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 a privately owned SEC-registered RIA organized as an LLC and registered in 2018. The firm serves individuals and families, along with some small-business clients, providing portfolio management on a fee basis tied to assets under management. Inlet reports a single-owner structure and does not identify itself as a multi-state or ESG-focused adviser. Its advisory activity centers on discretionary portfolio management for private clients rather than institutional pension consulting or related-adviser functions.
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
3 of 3
Ted Furniss
Chairman & Chief Investment OfficerCRD 3054649
Karen Crement
Chief Operating OfficerCRD 7867413
Victoria Peaper
Chief Executive OfficerCRD 6979855
Contacts
2 of 2
Therese Manz
Compliance OfficerCRD 7190467
Mackenzie Edwards
Investment AdvisorCRD 7155590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$6.9M in ETFs
100%
$6.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $3M | 34,242 | 43.89% |
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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