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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-15-2018
- Office Locations
- 1
Office Locations
About Inlet Private Wealth, LLC
Inlet Private Wealth is a Jupiter, FL-based RIA delivering personalized wealth management and independent, goals-based advice with customized portfolio solutions and no proprietary products or rigid style boxes. Through Inlet Private Wealth & Trust, the firm coordinates with clients’ estate planning professionals to provide trustee and investment management support. Public filings indicate ETF-centric portfolios, with relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 16, 2025 and February 20, 2026, reported AUM increased 9.6%, from $554.9M to $608.1M.
Across 5 reported observations, AUM increased 33.0% between July 22, 2022 and February 20, 2026, from $457.4M to $608.1M.
Of the latest reported AUM, 92.1% is discretionary and 7.9% is non-discretionary.
The firm reports 3 advisory representatives and 121 clients, or 40.3 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Inlet Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TED E FURNISS
Chairman, Chief Compliance Officer, Chief Investment Officer, Vice President
- CRD
- #3054649
- Ownership
- 50% but less than 75%
VICTORIA LYNN PEAPER
Advisor, Chief Executive Officer, Managing Member
- CRD
- #6979855
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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MACKENZIE EDWARDS
Investment Advisor
- CRD
- #7155590
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,014,390 | $3,294,202 |
| Non-Discretionary | $48,121,309 | $3,437,236 |
| Total | $608,135,699 | $3,305,085 |
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Separately Managed Accounts
SMA allocation detail is available
Inlet Private Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Inlet Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.