5T WEALTH, LLC (CRD# 112552) is an SEC-Registered Investment Advisor (RIA), headquartered in Napa, CA. The SEC approved the firm to operate as an RIA in Jul 2003. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $192.6 Million, and has discretion over 95% of those assets.   Pooled investment vehicles (Private Funds) account for 25% of RAUM.   Non-US investors represent 0% .  
5T WEALTH, LLC also reported in Sep 2018:
  • 6 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
5T WEALTH, LLC has one or more disclosure events currently on file with the SEC.

View 5T WEALTH, LLC's most recent Form ADV filing

5T WEALTH, LLC has Notice Filings with the following State Securities Authorities: CA-Jul 2003, TX-Jan 2016

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