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).
Total Assets Under Management208MILLION
Total Number of Accounts311ACCOUNTS
Average Account Value$667,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.
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.