5t Wealth, LLC

Overview

5t Wealth, LLC operates as an independent registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm uses multiple fee arrangements — including percentage of AUM, hourly and fixed fees — and identifies itself as an adviser that sources external managers and investment vehicles rather than relying solely on in-house proprietary products. Filings indicate the firm does not position as an active ESG investor and does not report multi-state adviser status or pension consulting as part of its practice. The firm lists an affiliation with an insurance company, which aligns with its use of annuities among available client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives