INLET PRIVATE WEALTH, LLC

116 Intracoastal Pointe Dr.
Suite 400
Jupiter, Florida 33477
Tel: (561) 781-0400

About INLET PRIVATE WEALTH, LLC

INLET PRIVATE WEALTH, LLC, formally registered with the SEC as INLET PRIVATE WEALTH, LLC. The firm was established in 06/15/2018. They have over 1 offices throughout the country.

INLET PRIVATE WEALTH, LLC is a Jupiter, Florida based Financial Planning firm with nearly $554,869,914 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297154
SEC#	801-113455
Assets Managed by Firm	$554,869,914
No. of Clients	173
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	173	$554,869,914
Individuals (other than high net worth individuals)	34	$10,113,650
High net worth individuals	54	$531,485,826
Pension and profit sharing plans	Fewer than 5 clients	$1,145,182
Charitable organizations	Fewer than 5 clients	$12,125,256

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