Inlet Private Wealth provides portfolio management for individuals and small businesses.
Inlet Private Wealth reports 121 clients. They include 89 high-net-worth individuals and 32 individual clients. Of its assets, 92.1% ($560M across 170 accounts) are managed with discretion; $48.1M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 2% |
| High-net-worth individuals | 74% | 96% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $9.19M | 1.5% | $287K |
| High-net-worth individuals | 89 | $585M | 96.2% | $6.58M |
| Charitable organizations | Fewer than 5 | $13.7M | 2.3% | — |
| Total | 121 | $608M | 100% | — |
- Clients
- 32
- Regulatory AUM
- $9.19M
- AUM share
- 1.5%
- Avg. per client
- $287K
- Clients
- 89
- Regulatory AUM
- $585M
- AUM share
- 96.2%
- Avg. per client
- $6.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.7M
- AUM share
- 2.3%
- Avg. per client
- —
Total
- Clients
- 121
- Regulatory AUM
- $608M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Inlet Private Wealth charges 1.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Victoria Peaper owns 50% to 75% of Inlet Private Wealth. Victoria Peaper is CEO. It has 5 employees, 3 of them in advisory roles.
Leadership
- Victoria PeaperManaging Member/Chief Executive Officer
- Karen CrementChief Operations Officer
- Therese ManzConsultant & Administrative Officer
- Ted FurnissChairman, Chief
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Mackenzie Edwards
- Ted E Furniss
- Victoria Lynn Peaper
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Inlet Private Wealth, LLC
Victoria Peaper
Control person · since June 2018
- Owns 50% to 75% of Inlet Private Wealth, LLC
Ted Furniss
Control person · since June 2018
Inlet Private Wealth’s regulatory assets grew 1.6× from $377M (March 2021) to $608M (February 2026); clients rose from 71 to 121 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $608M | 121 | 5 | 1 |
| April 2025 | $555M | 88 | 5 | 1 |
| February 2024 | $467M | 88 | 5 | 1 |
| February 2023 | $411M | 80 | 6 | 1 |
| July 2022 | $457M | 68 | 6 | 1 |
| March 2021 | $377M | 71 | 5 | 1 |
Besides its headquarters, Inlet Private Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 116 Intracoastal Pointe DR., Suite 400, JupiterHQ
Contact and registration details
- Legal name
- Inlet Private Wealth, LLC
- Headquarters
- 116 Intracoastal Pointe DR., Suite 400, Jupiter, FL 33477
- Website
- inletprivatewealth.com
- Phone
- 561-781-0400
- @inlet-private-wealth
- SEC file
- 801-113455
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
Inlet Private Wealth uses Fidelity ($526M, 90%) and National Advisors Trust ($61.3M, 10%) as custodians for its separately managed accounts. Inlet Private Wealth has custody of $393M in client assets for 56 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $526M90%
- National Advisors TrustNational Advisors Trust Company · Kansas City, MO · $61.3M10%
At year end, Inlet Private Wealth’s separately managed accounts were mostly in stocks (81%). Its reported 13F holdings for the quarter ended 30 June 2026 total $411M across 133 positions; the largest are Apple Inc. (4.6%), Microsoft Corp. (3.4%) and Cisco Sys Inc. (3.4%).
What the accounts hold
- Stocks81%
- Funds2%
- Bonds8%
- Cash9%
Reported 13F holdings
- $411M
- Reported 13F value
- 133
- Positions
- 31.7%
- In the 10 largest
- +5.0%
- Value vs. prior quarter
- Apple Inc.4.6%
- Microsoft Corp.3.4%
- Cisco Sys Inc.3.4%
- Berkshire Hathaway Inc. Del · CL B New3.1%
- JPMORGAN Chase & CO3.1%
- Royalty Pharma PLC · Shs Class A2.9%
- Alphabet Inc. · Cap Stk CL C2.9%
- Mckesson Corp.2.8%
- Seagate Technology Hldngs PL2.8%
- Citigroup Inc.2.7%
Together, the ten largest are 31.7% of reported value.
How many clients does Inlet Private Wealth have?
Inlet Private Wealth has 121 clients and manages $608 million for them, as of February 2026. They include 89 high-net-worth individuals and 32 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Inlet Private Wealth offer?
Inlet Private Wealth provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Inlet Private Wealth charge?
Inlet Private Wealth charges 1.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Source: DISCLOSURE BROCHURE FOR INLET PRIVATE WEALTH, LLC, filed 20 February 2026
Which custodians does Inlet Private Wealth use?
Inlet Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $526M and National Advisors Trust Company (Kansas City, MO), with $61.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Inlet Private Wealth have?
Inlet Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Inlet Private Wealth invest in?
At the end of its last fiscal year, Inlet Private Wealth’s separately managed accounts held 81% exchange-traded equities, 9% cash and equivalents, 8% state and local bonds and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Inlet Private Wealth have a minimum investment?
Yes, Inlet Private Wealth’s minimum account size for its Portfolio Management Services is $1M.
Source: DISCLOSURE BROCHURE FOR INLET PRIVATE WEALTH, LLC, filed 20 February 2026
Who owns Inlet Private Wealth?
Inlet Private Wealth’s direct owners are Victoria Peaper (50% to 75%) and Ted Furniss (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Inlet Private Wealth get paid?
Inlet Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Inlet Private Wealth?
Inlet Private Wealth’s main office is at 116 Intracoastal Pointe DR., Suite 400, Jupiter, FL 33477. Its phone number is 561-781-0400. Its website is inletprivatewealth.com.