Inlet Private Wealth is an investment advisor in Jupiter with $457.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831074260
SEC advisor number
801-113455
FINRA CRD number
297154
AUM ?
$467.18 mm
(as of 14 Feb 24)
Accounts
158
(as of 14 Feb 24)
Employees
5
(3 investment advisory or research)
Address
Inlet Private Wealth
1061 E. INDIANTOWN ROAD
SUITE 206
JUPITER
FL 33477
1061 E. INDIANTOWN ROAD
SUITE 206
JUPITER
FL 33477
Phone
561-781-0400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22