Inlet Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inlet Private Wealth serves individual investors (both non-high-net-worth and high-net-worth clients), as well as trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, model portfolios, sub-advisory services, and trust-related services via a Trust Representative Office of National Advisors Trust Company. The firm manages assets through separately managed accounts and offers access to a broad range of investments including mutual funds, ETFs, private equity real estate, REITs, warrants, and options contracts.
The firm’s investment approach is rooted in fundamental, value-oriented analysis that emphasizes intrinsic value, free cash flow, and a margin of safety, with a sell discipline based on overvaluation, opportunity cost, change in thesis, or errors. In implementing its strategies, Inlet may employ more complex tools than many peers — for example, it may use derivatives (including options and swap-based exposure through leveraged ETFs) and permit borrowing/margin in separately managed accounts — practices that are uncommon among similar team firms.
Noteworthy features include managing roughly $608 million with a relatively small advisory team and maintaining a formal relationship with National Advisors Trust Company to provide trustee and custodial services, which adds a fiduciary overlay to certain client situations. The firm also documents operational policies that distinguish it from many peers — for example, an expressed view that marginal diversification benefits decline beyond roughly 30 holdings and a trade-error policy that donates net trading gains to a named charity.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $1,000,000 minimum combined household relationship (may be waived at discretion)
Main office
116 Intracoastal Pointe Dr., Suite 400
Jupiter FL 33477
Advisors at this office
3
Most active in
Florida · Missouri · New York · Texas
Also doing business as
Inlet Private Wealth, LLC · Nima Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mackenzie E
Series 65
Jupiter, FL
Inlet Private Wealth, LLC
Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.
Ted F
CFA®, Series 63, Series 66
Jupiter, FL
Inlet Private Wealth, LLC
Ted Furniss is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Inlet Private Wealth, LLC since 2018 and previously worked at Wilmington Trust, N.A. and M&T Securities, Inc. He is based in Jupiter, FL, and holds Series 63 and Series 66 licenses. Inlet Private Wealth, LLC manages approximately $554.9 million in client assets, serving individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and risk as permanent capital impairment, and it offers discretionary and non-discretionary portfolio management, sub-advisory services, and trustee/custodial services through a private-label trust representative office.
Victoria P
Series 65
Jupiter, FL
Inlet Private Wealth, LLC
Victoria Peaper is a financial advisor with Inlet Private Wealth, LLC in Jupiter, FL. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Inlet Private Wealth in 2018, she worked at Wilmington Trust for twelve years. Inlet Private Wealth, LLC offers discretionary and non-discretionary portfolio management, sub-advisory services, and model portfolios to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and free cash flow analysis, and it provides trustee and custodial services through a trust representative office arrangement.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")