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Building 2INLET PRIVATE WEALTH, LLC

Map pinJUPITER, FL
Phone(561) 781-0400
NotebookSEC #801-113455
Total AUM
$608.1M
Employees
5
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 INTRACOASTAL POINTE DR.
SUITE 400
JUPITER
FL 33477
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(561) 781-0400

ReceiptFinancials

Total AUM
$608.1M
Accounts
184
Discretionary
$560M
Accounts
170
Non-Discretionary
$48.1M
Accounts
14

ContactClients

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Individual Clients
32
AUM
$9.2M
HNW Individual Clients
89
AUM
$585.2M
Charitable Organization Clients
1
AUM
$13.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMONYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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