INLET PRIVATE WEALTH, LLC
CRD #297154 SEC #801-113455 JUPITER, FL (561) 781-0400
SEC Registered
Total AUM
$554.9M
Discretionary
$487.3M
Employees
5
Clients
--
Accounts
173
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $554.9M | $487.3M | $67.6M | 5 | 0 |
| Feb 2025 | $554.9M | $487.3M | $67.6M | 5 | 0 |
| Feb 2024 | $467.2M | $410.7M | $56.5M | 5 | 0 |
| Oct 2023 | $411.4M | $366.3M | $45M | 6 | 0 |
| Feb 2023 | $411.4M | $366.3M | $45M | 6 | 0 |
| Jul 2022 | $457.4M | $416.4M | $41M | 6 | 0 |
| Mar 2022 | $457.4M | $416.4M | $41M | 6 | 0 |
| Feb 2022 | $457.4M | $416.4M | $41M | 6 | 0 |
| Sep 2021 | $376.7M | $345.9M | $30.7M | 5 | 0 |
| Sep 2021 | $376.7M | $345.9M | $30.7M | 5 | 0 |
| Aug 2021 | $376.7M | $345.9M | $30.7M | 5 | 0 |
| Mar 2021 | $376.7M | $345.9M | $30.7M | 5 | 0 |
| Aug 2020 | $338.9M | $331.6M | $7.3M | 5 | 0 |
| Jun 2020 | $338.9M | $331.6M | $7.3M | 5 | 0 |
| Mar 2020 | $338.9M | $331.6M | $7.3M | 5 | 0 |
| Nov 2019 | $222.1M | $176.2M | $45.9M | 5 | 0 |
| May 2019 | $222.1M | $176.2M | $45.9M | 3 | 0 |
| Mar 2019 | $222.1M | $176.2M | $45.9M | 3 | 0 |
| Oct 2018 | $207.7M | $147.5M | $60.3M | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$554.9M
Discretionary$487.3M
Non-Disc.$67.6M
Employees5
Clients0
DateFeb 2025
Total AUM$554.9M
Discretionary$487.3M
Non-Disc.$67.6M
Employees5
Clients0
DateFeb 2024
Total AUM$467.2M
Discretionary$410.7M
Non-Disc.$56.5M
Employees5
Clients0
DateOct 2023
Total AUM$411.4M
Discretionary$366.3M
Non-Disc.$45M
Employees6
Clients0
DateFeb 2023
Total AUM$411.4M
Discretionary$366.3M
Non-Disc.$45M
Employees6
Clients0
DateJul 2022
Total AUM$457.4M
Discretionary$416.4M
Non-Disc.$41M
Employees6
Clients0
DateMar 2022
Total AUM$457.4M
Discretionary$416.4M
Non-Disc.$41M
Employees6
Clients0
DateFeb 2022
Total AUM$457.4M
Discretionary$416.4M
Non-Disc.$41M
Employees6
Clients0
DateSep 2021
Total AUM$376.7M
Discretionary$345.9M
Non-Disc.$30.7M
Employees5
Clients0
DateSep 2021
Total AUM$376.7M
Discretionary$345.9M
Non-Disc.$30.7M
Employees5
Clients0
DateAug 2021
Total AUM$376.7M
Discretionary$345.9M
Non-Disc.$30.7M
Employees5
Clients0
DateMar 2021
Total AUM$376.7M
Discretionary$345.9M
Non-Disc.$30.7M
Employees5
Clients0
DateAug 2020
Total AUM$338.9M
Discretionary$331.6M
Non-Disc.$7.3M
Employees5
Clients0
DateJun 2020
Total AUM$338.9M
Discretionary$331.6M
Non-Disc.$7.3M
Employees5
Clients0
DateMar 2020
Total AUM$338.9M
Discretionary$331.6M
Non-Disc.$7.3M
Employees5
Clients0
DateNov 2019
Total AUM$222.1M
Discretionary$176.2M
Non-Disc.$45.9M
Employees5
Clients0
DateMay 2019
Total AUM$222.1M
Discretionary$176.2M
Non-Disc.$45.9M
Employees3
Clients0
DateMar 2019
Total AUM$222.1M
Discretionary$176.2M
Non-Disc.$45.9M
Employees3
Clients0
DateOct 2018
Total AUM$207.7M
Discretionary$147.5M
Non-Disc.$60.3M
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0