DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
I•••• P•••••• W•••••• L••
Latest filing Feb 20, 2026
First filing on the tape May 16, 2018 · 23 filings
SEC status approved since Jun 15, 2018
RAUM
$608M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
98%
$594M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$203M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$608M as of Feb 20, 2026
Mar 1, 2019$222M then
HNW client RAUM$585M as of Feb 20, 2026
Mar 1, 2019$222M then
State-registered IARs (5.B.3)3 as of Feb 20, 2026
Mar 1, 20191 then
Employees (5.A)5 as of Feb 20, 2026
Mar 1, 20193 then
Private funds: no history
RAUM +9.6% over the last fiscal year+14% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $203MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.6MderivedHNW RAUM over HNW clients
- Average account
- $3.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 2.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +38%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Custody
- $393M, 56 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$585M96%
- Charitable organizations$13.7M2.3%
- Individuals$9.2M1.5%
- Individual clients
- 32reported
- HNW clients
- 89reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 184reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $393M for 56 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T•• E• F••••••Chartered Financial Analyst | Jupiter, Fl | Aug 30, 2018 | 28 y | 0 |
| V••••••• L••• P••••• | Jupiter, Fl | Feb 20, 2019 | 20 y | 0 |
| M•••••••• E•••••• | Jupiter, Fl | Jul 19, 2019 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••• K••••• N•• · Chief Operations Officercontrolsince 01/2023 · owns less than 5%
- F••••••• T••• E• · Chairman, Chief Investment Officer, Ccocontrolsince 06/2018 · owns 50% to 75%
- M•••• T••••••• B• · Compliance Officercontrolsince 01/2023 · owns less than 5%
- P•••••• V•••••••• L••• · Managing Member/Chief Executive Officercontrolsince 06/2018 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jupiter, Fl · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 173 to 184Apr 16, 2025 to Feb 20, 2026
- HNW clients · 54 to 89Apr 16, 2025 to Feb 20, 2026
- Individual clients · 34 to 32Apr 16, 2025 to Feb 20, 2026
- Assets in custody · $394M to $393MApr 16, 2025 to Feb 20, 2026
- Discretionary RAUM · $487M to $560MApr 16, 2025 to Feb 20, 2026
- HNW RAUM · $531M to $585MApr 16, 2025 to Feb 20, 2026
- Individual RAUM · $10.1M to $9.2MApr 16, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $67.6M to $48.1MApr 16, 2025 to Feb 20, 2026
- Pension RAUM · 1145182.0 to unsetApr 16, 2025 to Feb 20, 2026
- RAUM · $555M to $608MApr 16, 2025 to Feb 20, 2026
- Financial planning clients · unset to Feb 14, 2025 to Apr 16, 2025
- Accounts · 158 to 173Feb 14, 2024 to Feb 14, 2025
- HNW clients · 55 to 54Feb 14, 2024 to Feb 14, 2025
- Individual clients · 33 to 34Feb 14, 2024 to Feb 14, 2025
- Assets in custody · $350M to $394MFeb 14, 2024 to Feb 14, 2025
- Discretionary RAUM · $411M to $487MFeb 14, 2024 to Feb 14, 2025
- HNW RAUM · $453M to $531MFeb 14, 2024 to Feb 14, 2025
- Individual RAUM · $8.4M to $10.1MFeb 14, 2024 to Feb 14, 2025
- Non-discretionary RAUM · $56.5M to $67.6MFeb 14, 2024 to Feb 14, 2025
- Pension RAUM · unset to 1145182.0Feb 14, 2024 to Feb 14, 2025
- RAUM · $467M to $555MFeb 14, 2024 to Feb 14, 2025
- Accounts · 139 to 158Oct 9, 2023 to Feb 14, 2024
- Advisory employees · 4 to 3Oct 9, 2023 to Feb 14, 2024
- Charity clients · 3.0 to unsetOct 9, 2023 to Feb 14, 2024
- HNW clients · 53 to 55Oct 9, 2023 to Feb 14, 2024
- Individual clients · 24 to 33Oct 9, 2023 to Feb 14, 2024
- Assets in custody · $318M to $350MOct 9, 2023 to Feb 14, 2024
- Employees · 6 to 5Oct 9, 2023 to Feb 14, 2024
- State-registered IARs · 4 to 3Oct 9, 2023 to Feb 14, 2024
- Discretionary RAUM · $366M to $411MOct 9, 2023 to Feb 14, 2024
- HNW RAUM · $400M to $453MOct 9, 2023 to Feb 14, 2024
- Individual RAUM · $6.0M to $8.4MOct 9, 2023 to Feb 14, 2024
- Non-discretionary RAUM · $45.0M to $56.5MOct 9, 2023 to Feb 14, 2024
- RAUM · $411M to $467MOct 9, 2023 to Feb 14, 2024
- Accounts · 126 to 139Jul 22, 2022 to Feb 16, 2023
- HNW clients · 47 to 53Jul 22, 2022 to Feb 16, 2023
- Individual clients · 18 to 24Jul 22, 2022 to Feb 16, 2023
- Assets in custody · $327M to $318MJul 22, 2022 to Feb 16, 2023
- Discretionary RAUM · $416M to $366MJul 22, 2022 to Feb 16, 2023
- HNW RAUM · $446M to $400MJul 22, 2022 to Feb 16, 2023
Signals
4 dated events
- Nmn Karen Crement (Chief Operations Officer) appeared on Schedule A of I•••• P•••••• W•••••• L••Feb 14, 2024 · Control person joined · fact
- I•••• P•••••• W•••••• L•• reported RAUM $338.9M, up 53% from $222.1M (2019-11-12 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- B Therese Manz (Chief Operating Officer) appeared on Schedule A of I•••• P•••••• W•••••• L••Nov 12, 2019 · Control person joined · fact
- N••• A•••••••• L•• filed its initial SEC registration (Form ADV)May 16, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@i•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-781-0400reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-781-0407reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/inlet-private-wealthreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (561) 781-0400reportedpublic record, Form ADV, Feb 20, 2026
- Contact form
- i•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $203Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026