5T WEALTH, LLC other names

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Adviser Profile

As of Date:

09/03/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3 -50.00%

of those in investment advisory functions:

2

Registration:

California, Terminated, 7/15/2003

Other registrations (1)
AUM:

216,101,758 10.95%

of that, discretionary:

215,601,793 10.94%

Private Fund GAV:

10,840,035

Avg Account Size:

598,620 -0.11%

% High Net Worth:

15.73% -18.83%

SMA’s:

YES

Private Funds:

1

Contact Info

(70 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
218M 186M 155M 124M 93M 62M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $10,840,035

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Private Funds



Employees