5t Wealth, LLC
5t Wealth, LLC is an SEC-registered wealth manager in Napa, CA with $331.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns 5t Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112552, SEC 801-58183, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $331.4M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Napa, CA
- Employees
- 4
- Clients
- 297
- CRD
- 112552
- Ownership
- KRSEK, PAUL, JAMES; ANDREAE, ROBERT, EDWARD; KRSEK, MARGARET; SCOZZAFAVA, HIEN, L; WIDENER, NANCY, L.
How much AUM does 5t Wealth, LLC have?
5t Wealth, LLC reported $331.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns 5t Wealth, LLC?
Disclosed owners and executives of 5t Wealth, LLC include KRSEK, PAUL, JAMES, ANDREAE, ROBERT, EDWARD, KRSEK, MARGARET, SCOZZAFAVA, HIEN, L, WIDENER, NANCY, L.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.