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FIVE PINE WEALTH
FIVE PINE WEALTH MANAGEMENT INC.
CRD 317657 · SEC 801-129131
250 NORTHWEST BLVD., SUITE 111, COEUR D'ALENE, ID, 83814, United States
Phone
(877) 333-1015
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.8M
Discretionary AUM
$187.7M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $88.7M |
| High net worth individuals | 49 | $99.0M |
| Pension/profit sharing plans | 5 | $4.0M |
States served
AZ, CA, ID, MT, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD