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Chief Operations Officer · Inlet Private Wealth, LLC

Karen L Crement

CRD 7867413 · Named on Form ADV at one SEC-registered adviser

At a glance

Inlet Private Wealth, LLC, an SEC-registered wealth manager based in Jupiter, FL with $608 million in regulatory assets, lists Karen L Crement on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ted E FurnissChairman, Chief Investment Officer, CCO, Inlet Private Wealth, LLC
  • Victoria L. PeaperManaging Member/chief Executive Officer, Inlet Private Wealth, LLC
  • Therese B ManzConsultant & Administrative Officer, Inlet Private Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.