Inlet Private Wealth, LLC
Inlet Private Wealth, LLC is an SEC-registered investment adviser headquartered in Jupiter, Florida. Founded to provide independent and highly personalized investment management and wealth advisory services, the firm primarily serves high-net-worth individuals, families, and select charitable organizations. With a small team of approximately 5 employees, Inlet Private Wealth is committed to a tailored, client-focused approach to wealth management, emphasizing objective advice free from proprietary product conflicts.
Investment Strategy
Inlet Private Wealth employs a customized investment strategy focused on understanding each client's financial aspirations, risk tolerance, and personal circumstances. The firm delivers objective, independent advice and constructs bespoke portfolios rather than relying on 'style boxes' or proprietary products. The approach centers on long-term capital preservation with prudent growth, using a range of asset classes to create personalized, goal-based solutions that align with client objectives.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.81% | $19.6M | 39,365 | $117.42 | $497.41 | +$4.8M |
A AAPL | APPLE INC | 4.24% | $17.3M | 84,185 | $44.23 | $205.17 | -$1.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.03% | $16.4M | 33,754 | $220.00 | $485.77 | -$1.6M |
M MCK | MCKESSON CORP | 3.97% | $16.1M | 22,025 | $119.33 | $732.78 | +$1.3M |
J JPM | JPMORGAN CHASE & CO. | 3.60% | $14.6M | 50,464 | $102.93 | $289.91 | +$2.2M |