5t Wealth, LLC
Firm details
- Headquarters
- Napa, California
- CRD number
- 112552
- Website
- 5twealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.93%
- Individuals18.84%
- Charitable Organizations8.25%
- Pension & Profit Sharing Plans2.24%
- Other0.75%
Firm profile
FINTRXOverview
5t Wealth, LLC operates as an independent registered investment adviser organized under individual ownership. The firm identifies as a capital allocator serving both individual & family clients and institutional investors. Its fee schedule includes percentage-of-AUM billing as well as hourly, fixed, and other fee arrangements. The firm does not list itself as an active ESG investor, is not multi-state, and is not a pension consultant or related adviser. 5t Wealth maintains an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Private Funds15%
- Exchange Traded Equities5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Margaret Krsek
Co-Founder & CEOCRD 5639852
Christopher Roth
Chief Investment OfficerCRD 5155417
Hien Scozzafava
Partner & Chief Compliance OfficerCRD 3020995
Contacts
1 of 1
Colton Maher
Investment Advisor RepresentativeCRD 7790248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Napa, CA
Napa
Location
Napa, CA
Headquartered in Napa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Napa
- Address
- 595 Coombs St
- Time zone
- PT (UTC-8)
- Office locations
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