Inlet Private Wealth, Llc
- Regulatory AUM
- $608M
- Discretionary
- $560M
- Clients
- 121
- Avg AUM / client
- $5.0M
- Accounts
- 184
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $9.2M | 1.51% |
| High net worth individuals | 89 | $585M | 96.2% |
| Charitable organizations | Fewer than 5 clients | $13.7M | 2.26% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ted E Furniss | Chairman, Chief Investment Officer, Cco | CFA | Jun 2018 (8y) | 50% – 75% |
| Victoria Lynn Peaper | Managing Member/Chief Executive Officer | Jun 2018 (8y) | 50% – 75% | |
| Crement, Karen, Nmn | Chief Operations Officer | Jan 2023 (4y) | Less than 5% | |
| Manz, Therese, B | Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Mackenzie Edwards | Registered representative | Jul 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $526M (86% of AUM) Feb 2026
- National Advisors Trust Company $61.3M (10% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗