Fifth Set Private Wealth Management LLC
Fifth Set Private Wealth Management LLC is an SEC-registered wealth manager with $160.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Fifth Set Private Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159118, SEC 801-110682, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $160.3M (2026-02-12)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 63
- CRD
- 159118
- Ownership
- POST, IAN, ANDREW
How much AUM does Fifth Set Private Wealth Management LLC have?
Fifth Set Private Wealth Management LLC reported $160.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Fifth Set Private Wealth Management LLC?
Disclosed owners and executives of Fifth Set Private Wealth Management LLC include POST, IAN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.