Inlet Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated February 20, 2026, reports $608M in regulatory assets under management, 5 employees, and 184 accounts.
Assets Under Management
$608M
Employees
5
Offices
--
Total Clients
121
Primary office
JUPITER, FL
116 INTRACOASTAL POINTE DR., SUITE 400, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.6% of total clients.
Top client categories% of clientsClients
1
HNWI
73.6%
89
2
Individuals
26.4%
32
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$608Mas of February 20, 2026
Discretionary92.1%
$560M
92% of total RAUM92.1%
Non-discretionary7.9%
$48M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$608M
Total Accounts184
10Y AUM Change+$608M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.