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).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $405,994
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 Management, 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 Management, LLC in Napa, CA and has over 36 years of experience in the finance industry.

2
Phillip E. Lampe
CRD#: 6459793
595 Coombs Street, Napa, CA 94559
68
Wealthminder
score

Phillip Lampe (CRD# 6459793) is an Investment Advisor Representative working at 5t Wealth Management, LLC in Napa, CA and has 1 year of experience in the finance industry.

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