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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Inlet Private Wealth LLC
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| CRD # | 297154 |
| SEC # | 801-113455 |
| CIK # | 0001759751 |
| AUM | $554.9 M (2025-04-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-781-0400 |
| Address | 116 Intracoastal Pointe Dr Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.6 | ||
| Apple Inc | 17.3 | ||
| McKesson Corp | 16.1 | ||
| J P Morgan Chase & Co | 14.6 | ||
| Cisco Systems Inc | 10.6 | ||
| Waste Management Inc | 9.1 | ||
| CME Group Inc | 8.7 | ||
| Seagate Technology PLC | 8.6 | ||
| Citigroup Inc | 8.5 | ||
| Royalty Pharma PLC | 8.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 10.1 |
| (b) Individuals (high net worth individuals) | 54 | 531.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 12.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 554.9 |
| By Discretionary | ||
| Discretionary | 154 | 487.3 |
| Non-Discretionary | 19 | 67.6 |
| Total | 173 | 554.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 554.9 | |
| Total | 173 | 554.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001759751] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlas Capital Management Corp
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|
IN | 0.6 |
|
Tanglewood Legacy Advisors LLC
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|
TX | 0.6 |
|
Golden State Asset Management LLC
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CA | 0.6 |
|
Keel Wealth Management LLC
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|
0.6 | |
|
Financial Security Management Inc
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|
CO | 0.6 |
|
Presilium Private Wealth LLC
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|
PA | 0.6 |
|
Epsilon Financial Group Inc
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|
CA | 0.6 |
|
Allen Wealth Management LLC
✚
|
NC | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |
|
Central Family Advisors LLC
✚
|
NY | 0.5 |