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5T WEALTH, LLC
5T WEALTH, LLC
NAPA, California
·
5 registered advisors
·
CRD# 112552
SEC# 801-58183
0
(707) 224-1340
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at 5T WEALTH, LLC
5 registered advisors
Hien L Scozzafava
NAPA, California
CRD# 3020995
Jeffrey Allen Roush
NAPA, California
CRD# 1036931
Margaret Krsek
NAPA, California
CRD# 5639852
Paul James Krsek
NAPA, California
CRD# 716944
Robert Edward Andreae
NAPA, California
CRD# 1114599
05
Office Locations
NAPA, California
5 advisors
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Data sourced from SEC Form ADV filings. 5T WEALTH, LLC (CRD# 112552) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.