Unclaimed Profile

Paul James Krsek

5T WEALTH, LLC·NAPA, California

Series 1, Series 6, Series 7, Series 24, Series 39, Series 63Clean record24 years registered5T WEALTH, LLC

595 COOMBS STREET, NAPA, CA 94559CRD# 716944Firm CRD# 112552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul James Krsek · NAPA, CA

Registration

CRD #716944 · 5T WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

5T WEALTH, LLC

Dec 2001 – present

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

May 2004 – Aug 2004

PITTSBURGH, PA

LONDON PACIFIC ADVISORS

Mar 2002 – May 2004

ST. HELENA, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 6

Series 7

Series 24

Series 39

Series 63

Registration record

First registered · December 20, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

5T WEALTH, LLC

CRD 112552 · SEC 801-58183

AUM

$216M

Regulatory assets under management

Employees

361 client accounts

Services offered by 5T WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 5T WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Paul James Krsek offer?

Paul James Krsek specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPA, California for a consultation.

What are Paul James Krsek's credentials?

Paul James Krsek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul James Krsek located?

Paul James Krsek is based in NAPA, California, working with 5T WEALTH, LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Paul James Krsek charge for services?

Paul James Krsek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other investment advisory firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 5T WEALTH, LLC?

5T WEALTH, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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