5t Wealth, LLC

5t Wealth, LLC (CRD# 112552) is a financial advisory firm headquartered in Napa, CA. They manage $216,101,758 in 361 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
595 Coombs Street, Napa, CA 94559
http://www.5twealth.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $598,620
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 Krsek, financial advisor Napa CA
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 43 years of experience in the finance industry.

2
Christopher Roth, financial advisor Napa CA
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 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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