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INLET PRIVATE WEALTH, LLC
CRD 297154File 801-113455
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$608.1M
Above cohort median (national)
Discretionary AUM
$560.0M
Non-discretionary $48.1M
Clients
121
184 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 15, 2018
- Principal office
- 116 INTRACOASTAL POINTE DR., SUITE 400, JUPITER, FL, 33477
- Phone
- (561) 781-0400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $608.1M
- Discretionary AUM
- $560.0M
- Non-discretionary AUM
- $48.1M
- Discretionary accounts
- 170
- Non-discretionary accounts
- 14
- Total accounts
- 184
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.7M |
| High net worth individuals | 89 | $585.2M |
| Individuals (other than high net worth individuals) | 32 | $9.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.