AdvisorOS Directory
Claim Profile
Unclaimed Profile
RA

Robert Edward Andreae

5T WEALTH MANAGEMENT, LLC·NAPA, California
Clean record5T WEALTH MANAGEMENT, LLC
702 TRANCAS STREET, NAPA, CA 94558CRD# 1114599Firm CRD# 112552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Andreae · NAPA, CA
Registration
CRD #1114599 · 5T WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Edward Andreae is a registered financial advisor based in NAPA, California, affiliated with 5T WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
5T WEALTH, LLC
5T WEALTH, LLC
AUM
$216M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 5T WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Regulatory
SEC/IARD CRD# 1114599
Firm CRD# 112552
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPA?

Browse all registered financial advisors in NAPA, California or claim this profile if it's yours.

Browse NAPA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Edward Andreae offer?
Robert Edward Andreae specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPA, California for a consultation.
What are Robert Edward Andreae's credentials?
Robert Edward Andreae is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Andreae located?
Robert Edward Andreae is based in NAPA, California, working with 5T WEALTH MANAGEMENT, LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does Robert Edward Andreae charge for services?
Robert Edward Andreae'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 MANAGEMENT, LLC?
5T WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at 5T WEALTH MANAGEMENT, LLC

Paul James Krsek
NAPA, CA
Jeffrey Allen Roush
NAPA, CA
Margaret Krsek
NAPA, CA
Hien L Scozzafava
NAPA, CA

More Advisors in NAPA, California

Jeffrey William Nutting
ARGOS WEALTH ADVISORS LLC·NAPA, CA
Mark Forrest Hill
HARRINGTON INVESTMENTS, INCORPORATED·NAPA, CA
Timothy Lee Ayles
NAPA WEALTH MANAGEMENT, INCORPORATED·NAPA, CA
John Charles Harrington
HARRINGTON INVESTMENTS, INCORPORATED·NAPA, CA
Timothy K Lyons
DOWSE SECURITIES MANAGEMENT CORP·NAPA, CA
Diana Lynn Harrington
HARRINGTON INVESTMENTS, INCORPORATED·NAPA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile