5T WEALTH, LLC

RIASEC RegisteredEst. 2003

Total AUM

$331M

Discretionary

$331M

100% of AUM

Avg account

$622K

Accounts

533

Employees

Advisory reps

Firm details

Headquarters: NAPA, California
CRD number: 112552
Registered since: July 1, 2003
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%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

5t Wealth, LLC is an independent registered investment adviser that manages portfolios for individuals, families and institutions with a focus on outsourced capital allocation. The firm acts as a capital allocator and uses third‑party managers alongside its own portfolio management to build diversified exposures. Its advisory work includes financial planning, portfolio management for both individuals and businesses, manager selection and educational outreach. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Strategically, 5t Wealth leans toward pooled public funds as the primary building blocks of client portfolios while also maintaining material allocations to private markets and other alternatives. The firm does not position itself as an ESG investor, and it is not a multi‑state adviser.