Inlet Private Wealth LLC

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Inlet Private Wealth LLC ✚
CRD #	297154
SEC #	801-113455
CIK #	0001759751
AUM	$467.2 MM (2024-02-14)
Employees	5 (60% Investors, 0% Brokers)
Phone	561-781-0400
Address	116 Intracoastal Pointe Dr Jupiter, FL 33477
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]

Total AUM ($MM) Copy

CIK	Period
0001759751
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Apple Inc	2,382,844.0	18.9
	Microsoft Corp	1,918,222.4	17.9
	McKesson Corp	46,168.4	13.2
	J P Morgan Chase & Co	340,169.2	10.9
	Qualcomm Inc/DE	147,392.0	10.0
	Seagate Technology PLC	15,664.3	8.8
	Waste Management Inc	61,816.0	8.6
	Alphabet Inc	1,482,566.4	8.5
	Amgen Inc	130,083.0	7.3
	Cisco Systems Inc	178,309.9	7.3
	Horton D R Inc /DE/	23,191.8	7.0
	Fidelity National Information Services Inc	57,577.4	6.9
	Citigroup Inc	91,678.1	6.5
	Merck & Co Inc	232,371.9	6.4
	Altria Group Inc	78,198.0	6.1
	Davita Inc	7,691.0	6.0
	LKQ Corp	14,124.7	5.8
	Bank of America Corp /DE/	278,315.2	5.8
	United Parcel Service Inc	157,208.0	5.8
	Koninklijke Philips NV	18,507.4	5.7
	CME Group Inc	74,083.9	5.7
	General Electric Co	72,511.8	5.5
	Sony Corp	102,847.3	5.2
	Federated Investors Inc /PA/	2,924.4	5.2
	WK Kellogg Co		5.1
	Medtronic Holdings Ltd	118,520.9	5.1
	Alphabet Inc	1,475,138.5	4.7
	Costco Wholesale Corp /NEW	207,576.9	4.6
	British American Tobacco PLC	99,730.8	4.5


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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	33	8.4
(b) Individuals (high net worth individuals)	55	452.8
(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	6.0
(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	158	467.2
By Discretionary
Discretionary	141	410.7
Non-Discretionary	17	56.5
Total	158	467.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		467.2
Total	158	467.2

EDGAR Form	CIK	2011 - 2024
13F-HR	[0001759751]

Comparable Firms	State	AUM ($BB)
Old Peak Finance LLC ✚	NC	0.5
Carsonallaria Wealth Management Ltd ✚	IL	0.5
Carl Stuart Investment Advisor Inc ✚	TX	0.5
Planned Solutions Financial & Insurance Services Inc ✚	CA	0.5
Quantum Financial Planning Services Inc ✚	WA	0.5
Wolff Financial Management LLC ✚	MI	0.5
Orion Investment Co ✚	MO	0.5
Tanglewood Legacy Advisors LLC ✚	TX	0.5
Resource Financial Group Ltd ✚	IL	0.5
Jackson Grant Investment Advisers Inc ✚	CT	0.5

Assets, Funds, Holdings