Inlet Private Wealth, LLC

RIASEC Registered
Total AUM
$608M
Discretionary
$560M
92% of AUM
Avg account
$3.3M
Accounts
184
Employees
5
Advisory reps
5

Firm details

Headquarters
Jupiter, Florida
CRD number
297154
Registered since
June 15, 2018
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 9%, State & Local Bonds 8%, Public Funds/Mutual Funds 2%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents9%
  • State & Local Bonds8%
  • Public Funds/Mutual Funds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$7.1M in ETFs

Passive

100%

$7.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$2.7M34,33437.75%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth