Inlet Private Wealth, LLC
● SEC registered since 2018CRD 297154SEC# 801-113455Jupiter, FL
Reg. AUM
$608.1M
Employees
5
Accounts
184
Location
Jupiter, FL
Inlet Private Wealth, LLC assets under management
Inlet Private Wealth, LLC operates as an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2018. It reports $608.1 million in regulatory assets under management and employs 5 people.
Inlet Private Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen L Crement Control | Chief Operations Officer | Under 5% | 2023 |
| Ted E Furniss Control | Chairman, Chief Investment Officer, Cco | 50-75% | 2018 |
| Therese B Manz Control | Consultant & Administrative Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Inlet Private Wealth, LLC manage?
Inlet Private Wealth, LLC reports $608.1 million in regulatory assets under management on its Form ADV.
How many employees does Inlet Private Wealth, LLC have?
Inlet Private Wealth, LLC reports 5 employees.
Where is Inlet Private Wealth, LLC located?
Inlet Private Wealth, LLC is based in Jupiter, FL and has been SEC-registered since 2018.
Does Inlet Private Wealth, LLC disclose fund performance?
Inlet Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 Intracoastal Pointe Dr., Suite 400, Jupiter, FL 33477 |
| Phone | (561) 781-0400 |
| Fax | 561-781-0407 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$608.1M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$608.1Mregulatory AUM
Discretionary $560MNon-discretionary $48.1M