5t Wealth, LLC

5t Wealth, LLC (CRD# 112552) is a financial advisory firm headquartered in Napa, CA. They manage $163,242,238 in 249 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $655,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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
702 Trancas St, Ste 200, Napa, CA 94558
93
Wealthminder
score

Paul Krsek (CRD# 716944) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 37 years of experience in the finance industry.

2
Phillip E. Lampe
CRD#: 6459793
595 Coombs Street, Napa, CA 94559
69
Wealthminder
score

Phillip Lampe (CRD# 6459793) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.