VP
Victoria L. Peaper
INLET PRIVATE WEALTH
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 6979855
VP
Professional summary
Victoria Lynn Peaper, who also goes by VIctoria L Peaper, Victoria W Peaper, Victoria L Wilhelmus, is a registered financial advisor currently at INLET PRIVATE WEALTH, LLC located in Jupiter, Florida.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victoria has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victoria L Peaper | Victoria W Peaper | Victoria L Wilhelmus
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The name of the other business: National Advisory Trust Co Whether the business is investment-related: YES The nature of the other business: Trust Company Your position, title, or relationship with the other business: Advisory Board Member The start date of your relationship: N/A The approximate number of hours/month you devote to the other business: Less than 1% The number of hours you devote to the other business during securities trading hours: Less than 1% Briefly describe your duties relating to the other business: Attend quarterly meetings via conference call The name of the other business: Stop Children Cancer of Palm Beach County Whether the business is investment-related: No The nature of the other business: Not-for-profit organization Your position, title, or relationship with the other business: Executive Board Member The start date of your relationship: 02/2021 The approximate number of hours/month you devote to the other business: 4% The number of hours you devote to the other business during securities trading hours: 4% Briefly describe your duties relating to the other business: Fundraiser
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Lynn Peaper's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 20, 2019 - Present
INLET PRIVATE WEALTH, LLC
Office #1: 116 Intracoastal Pointe Dr. Suite 400, Jupiter, FL 33477RIA
CRD#: 297154
Jupiter, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INLET PRIVATE WEALTH, LLC
INLET PRIVATE WEALTH, LLC | NIMA ADVISORS, LLC
CRD#: 297154 / SEC#: 801-113455
RIA
Registered Investment Advisory firm - (6/15/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/20/2019)
Current Firm
IP
INLET PRIVATE WEALTH, LLC
INLET PRIVATE WEALTH, LLC | NIMA ADVISORS, LLC
CRD#: 297154 / SEC#: 801-113455
RIA
Registered Investment Advisory firm - (6/15/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
116 Intracoastal Pointe Dr. Suite 400, Jupiter, FL 33477
Mailing Address
Phone number
(561) 781-0400
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 554,869,914 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
