Five Pine Wealth

Five Pine Wealth (CRD# 317657) is a financial advisory firm headquartered in Coeur D'alene, ID. They manage $112,209,781 in 350 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814
https://www.fivepinewealth.com/
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $320,599
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MT, OR, TX, WA

Financial Advisors at Five Pine Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Holzhauser, financial advisor Coeur D'alene ID
Benjamin E. Holzhauser
CRD#: 6166950
250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814

Benjamin Holzhauser (CRD# 6166950) is an Investment Advisor Representative working at Five Pine Wealth in Coeur D'alene, ID and has over 10 years of experience in the finance industry.

2
Jeremy Morris, financial advisor Coeur D'alene ID
Jeremy D. Morris
CRD#: 6714459
250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814

Jeremy Morris (CRD# 6714459) is an Investment Advisor Representative working at Five Pine Wealth in Coeur D'alene, ID and has over 7 years of experience in the finance industry.

3
Hunter Schertz, financial advisor Coeur D'alene ID
Hunter W. Schertz
CRD#: 7615915
250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814

Hunter Schertz (CRD# 7615915) is an Investment Advisor Representative working at Five Pine Wealth in Coeur D'alene, ID and has 1 year 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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