Overview
Assets Under Management: $192 million
Headquarters: COEUR D'ALENE, ID
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
FIVE PINE WEALTH 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 #317657), FIVE PINE WEALTH is subject to fiduciary duty under federal law.
FIVE PINE WEALTH is headquartered in COEUR D'ALENE, ID.
FIVE PINE WEALTH serves 49 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, FIVE PINE WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FIVE PINE WEALTH manages $192 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, FIVE PINE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.65%
Average Client Assets: $2.0 million
Total Client Accounts: 960
Discretionary Accounts: 955
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 317657
Filing ID: 2044873
Last Filing Date: 2026-02-09 15:23:20