FIVE PINE WEALTH

Overview

Five Pine Wealth is an independent registered investment adviser that serves both individual and institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. The firm favors pooled public vehicles—primarily mutual funds and ETFs—as the backbone of client portfolios, using those instruments for core equity and fixed‑income exposures while layering in third‑party managers and bespoke positions where appropriate. Fee arrangements include percentage of AUM, hourly charges and fixed fees, which supports a mix of ongoing advisory relationships and project‑based work. Manager allocation activity shows a willingness to use external alternative managers alongside public funds: listed alternatives include hedge funds, direct real estate and REITs. Corporate debt and mutual funds are used for income and credit exposure. The adviser is not an active ESG investor and is registered with the SEC as of 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices