Overview
Assets Under Management: $147 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159118), FIFTH SET PRIVATE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC serves 43 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, FIFTH SET PRIVATE WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC manages $147 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, FIFTH SET PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 310
Discretionary Accounts: 305
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 159118
Last Filing Date: 2025-01-08 00:00:00
Website: https://fifthsetwealth.com