Unclaimed Profile

Robert Edward Andreae

5T WEALTH MANAGEMENT, LLC·NAPA, California

Series 7, Series 22, Series 39, Series 6332 years registered5T 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 · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 5T WEALTH MANAGEMENT, LLC

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

May 2004 – Aug 2004

PITTSBURGH, PA

5T WEALTH MANAGEMENT, LLC

Dec 2001 – Dec 2014

ST. HELENA, CA

LONDON PACIFIC ADVISORS

Dec 1993 – May 2004

ST. HELENA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 39

Series 63

Registration record

First registered · December 9, 1993

Years registered · 32

Disclosure History

1988Regulatory·Final

1986Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Robert Edward Andreae offer?

Robert Edward Andreae specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

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, last registered with 5T WEALTH MANAGEMENT, LLC.

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.

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