Five Pine Wealth
Five Pine Wealth is an SEC-registered mass-market adviser in Coeur D'Alene, ID with $191.8M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Five Pine Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317657, SEC 801-129131, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $191.8M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Coeur D'Alene, ID
- Employees
- 3
- Clients
- 350
- CRD
- 317657
- Ownership
- Morris, Jeremy, Daniel; Holzhauser, Benjamin, Edward
How much AUM does Five Pine Wealth have?
Five Pine Wealth reported $191.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Five Pine Wealth?
Disclosed owners and executives of Five Pine Wealth include Morris, Jeremy, Daniel, Holzhauser, Benjamin, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.