5T WEALTH, LLC

CRD 112552 · SEC 801-58183

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595 COOMBS STREET, NAPA, CA, 94559, United States

Phone

(707) 224-1340

Fax

(707) 224-2521

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.4M

Discretionary AUM

$330.8M

Team

4 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	206	$62.4M
High net worth individuals	64	$231.7M
Pension/profit sharing plans	18	$7.4M
Charitable organizations	4	$27.3M

States served

CA, TX

All web addresses on file

HTTPS://TWITTER.COM/SEARCH?Q=5TWEALTH&SRC=TYPD
HTTP://WWW.5TWEALTH.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/5T-WEALTH-MANAGEMENT-LLC/

Official SEC filing: View on IAPD