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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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