| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen L Crement Control | Chief Operations Officer | Under 5% | 2023 |
| Ted E Furniss Control | Chairman, Chief Investment Officer, Cco | 50-75% | 2018 |
| Therese B Manz Control | Compliance Officer | Under 5% | 2023 |
Inlet Private Wealth, LLC reports $554.9 million in regulatory assets under management on its Form ADV.
Inlet Private Wealth, LLC reports 5 employees.
Inlet Private Wealth, LLC is based in Jupiter, FL and has been SEC-registered since 2018.
Inlet Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 116 Intracoastal Pointe Dr., Suite 400, Jupiter, FL 33477 |
| Phone | (561) 781-0400 |
| Fax | 561-781-0407 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $487.3M |
| Non-discretionary | $67.6M |
| Total (RAUM) | $554.9M |