{
  "crd_number": 297154,
  "slug": "inlet-private-wealth-llc-jupiter-fl-297154",
  "primary_business_name": "INLET PRIVATE WEALTH, LLC",
  "legal_name": "INLET PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Jupiter",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-20",
  "carried_forward": false,
  "raum_total": 608135699.0,
  "raum_discretionary": 560014390.0,
  "raum_non_discretionary": 48121309.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 13714050.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 9189177.0,
      "count": 32
    },
    "high_net_worth_individuals": {
      "raum": 585232472.0,
      "count": 89
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MO",
    "NY",
    "TX"
  ],
  "websites": [
    "https://inletprivatewealth.com",
    "https://linkedin.com/company/inlet-private-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297154",
  "city_as_filed": "JUPITER",
  "url": "https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154",
  "display_name": "Inlet Private Wealth, LLC",
  "summary": "Inlet Private Wealth, LLC is an SEC-registered investment advisory firm in Jupiter, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.",
  "citation": "AdvisorCensus. Inlet Private Wealth, LLC (CRD 297154): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Inlet Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inlet Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Inlet Private Wealth, LLC located?",
      "a": "Inlet Private Wealth, LLC's principal office is in Jupiter, FL, according to its Form ADV."
    },
    {
      "q": "Is Inlet Private Wealth, LLC registered with the SEC or a state?",
      "a": "Inlet Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297154."
    },
    {
      "q": "How much does Inlet Private Wealth, LLC manage?",
      "a": "Inlet Private Wealth, LLC reports $608,135,699 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (92% discretionary)."
    },
    {
      "q": "How have Inlet Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inlet Private Wealth, LLC: Regulatory assets under management: $376,653,542 in the October 2021 data and $608,135,699 in the October 2026 data, up 61%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inlet Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (32)."
    },
    {
      "q": "Which custodians does Inlet Private Wealth, LLC use?",
      "a": "Inlet Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and National Advisors Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inlet Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297154"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 376653542.0,
      "total_employees": 5,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 457379148.0,
      "total_employees": 6,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 411371011.0,
      "total_employees": 6,
      "filing_date": "2023-02-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 467184144.0,
      "total_employees": 5,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 554869914.0,
      "total_employees": 5,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 608135699.0,
      "total_employees": 5,
      "filing_date": "2026-02-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "National Advisors Trust Company",
      "name_as_filed": "NATIONAL ADVISORS TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 9189177.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 585232472.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 13714050.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297154",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}