# Inlet Private Wealth, LLC

> 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.

- CRD: 297154
- Filed as: INLET PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297154
- AdvisorCensus page: https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154

## Quick answers

**How is Inlet Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Inlet Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Inlet Private Wealth, LLC located?**
Inlet Private Wealth, LLC's principal office is in Jupiter, FL, according to its Form ADV.

**Is Inlet Private Wealth, LLC registered with the SEC or a state?**
Inlet Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297154.

**How much does Inlet Private Wealth, LLC manage?**
Inlet Private Wealth, LLC reports $608,135,699 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (92% discretionary).

**How have Inlet Private Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Inlet Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (32).

**Which custodians does Inlet Private Wealth, LLC use?**
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.

**Does Inlet Private Wealth, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- National Advisors Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $608,135,699
- Discretionary: $560,014,390
- Non-discretionary: $48,121,309

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $9,189,177 |
| High net worth individuals | 89 | $585,232,472 |
| Charitable organizations | Fewer than 5 | $13,714,050 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inletprivatewealth.com
- LinkedIn @inlet-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $376,653,542 | 5 | September 21, 2021 |
| October 2022 | $457,379,148 | 6 | July 22, 2022 |
| October 2023 | $411,371,011 | 6 | February 16, 2023 |
| October 2024 | $467,184,144 | 5 | February 14, 2024 |
| October 2025 | $554,869,914 | 5 | April 16, 2025 |
| October 2026 | $608,135,699 | 5 | February 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inlet Private Wealth, LLC (CRD 297154): Form ADV filing data as of October 2026.