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INLET PRIVATE WEALTH, LLC

JUPITER, FL · CRD 297154 · IAPD ↗ · inletprivatewealth.com · (561) 781-0400

$608.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — INLET PRIVATE WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — INLET PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($467.2M -> $554.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.