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| Inlet Private Wealth LLC
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|---|---|
| CRD # | 297154 |
| SEC # | 801-113455 |
| CIK # | 0001759751 |
| AUM | 608.1 M (2026-02-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-781-0400 |
| Address | 116 Intracoastal Pointe Dr Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.6 | ||
| McKesson Corp | 15.3 | ||
| Microsoft Corp | 14.2 | ||
| J P Morgan Chase & Co | 12.8 | ||
| Alphabet Inc | 11.0 | ||
| Royalty Pharma PLC | 10.4 | ||
| Cisco Systems Inc | 10.0 | ||
| Citigroup Inc | 9.6 | ||
| CME Group Inc | 8.4 | ||
| Waste Management Inc | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 9.2 |
| (b) Individuals (high net worth individuals) | 89 | 585.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 608.1 |
| By Discretionary | ||
| Discretionary | 170 | 560.0 |
| Non-Discretionary | 14 | 48.1 |
| Total | 184 | 608.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 608.1 | |
| Total | 184 | 608.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001759751] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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