INLET PRIVATE WEALTH, LLC

CRD

297154

SEC file #

801-113455

EIN

831074260

DBA names

—

Economics

AUM

$608.1M

AUM band

$500M-$1B

AUM trajectory

'20 · $222.1M

'21 · $338.9M

'22 · $457.4M

'23 · $457.4M

'25 · $554.9M

'26 · $608.1M

'20'26

$222.1M → $608.1M▲ +174%

sec adv history

Client mix

Individuals High Net Worth	89
Individuals Other	32

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 3 advisors

'26 · 3 advisors

'20'26

4 advisors → 3 advisors▼ -25%

sec adv history

Primary office

JUPITER FL

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Portfolio mgmt — individualsOther Advisory Services

Fee basis

% of AUM

Filings

Latest ADV filing

02/20/2026

ADV-W filed at

—

Website

inletprivatewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FURNISS, TED, E

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

FURNISS, TED, E

PEAPER, VICTORIA, LYNN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

INLETPRIVATEWEALTH.COM

Rdap Domain Creation Date

2018-05-17T14:36:40Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001759751

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-01-28

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001172661-26-001766

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

116 INTRACOASTAL POINTE DR.SUITE 400JUPITER, FL 33477

Business

116 INTRACOASTAL POINTE DR.SUITE 400JUPITER, FL 33477

Edgar EIN

831074260

Edgar Recent Filings

13F-HR2026-05-13 · 0001172661-26-001766

13F-HR2026-01-21 · 0001172661-26-000231

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-05-17T14:36:40Z

Rdap Domain Last Changed

2026-05-18T18:47:54Z

Rdap Nameservers

Ns21.domaincontrol.comNs22.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

3054649

Trust Company Affiliate