Fifth Set Private Wealth Management LLC

Fifth Set Private Wealth Management LLC (CRD# 159118) is a financial advisory firm headquartered in Larchmont, NY. They manage $141,328,779 in 346 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10 Woods Way, Larchmont, NY 10538
https://www.fifthsetwealth.com/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $408,465
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, NJ, NY, TX

Financial Advisors at Fifth Set Private Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Seth Varnhagen, financial advisor Harrison NY
Seth J. Varnhagen
CRD#: 2235276
600 Mamaroneck Avenue, Harrison, NY 10528

Seth Varnhagen (CRD# 2235276) is an Investment Advisor Representative working at Fifth Set Private Wealth Management LLC in Harrison, NY and has over 31 years of experience in the finance industry.

2
Ian Post, financial advisor Harrison NY
Ian A. Post
CRD#: 2482832
600 Mamaroneck Avenue, Suite 400, Harrison, NY 10528

Ian Post (CRD# 2482832) is an Investment Advisor Representative working at Fifth Set Private Wealth Management LLC in Harrison, NY and has over 29 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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