5t Wealth, LLC

5t Wealth, LLC (CRD# 112552) is a financial advisory firm headquartered in Napa, CA. They manage $207,511,036 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $667,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at 5t Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul J. Krsek
CRD#: 716944
595 Coombs Street, Napa, CA 94559

Paul Krsek (CRD# 716944) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 40 years of experience in the finance industry.

2
Christopher S. Roth
CRD#: 5155417
595 Coombs Street, Napa, CA 94559

Christopher Roth (CRD# 5155417) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 13 years of experience in the finance industry.

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