5t Wealth Management, LLC
5t Wealth Management, LLC (CRD# 112552) is a financial advisory firm headquartered in Napa, CA. They manage $119,362,108 in 294 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management119MILLION
Total Number of Accounts294ACCOUNTS
Average Account Value$405,994
- 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
Paul Krsek (CRD# 716944) is an Investment Advisor Representative working at 5t Wealth Management, LLC in Napa, CA and has over 37 years of experience in the finance industry.
Phillip Lampe (CRD# 6459793) is an Investment Advisor Representative working at 5t Wealth Management, LLC in Napa, CA and has over 2 years of experience in the finance industry.