5T WEALTH, LLC

595 Coombs Street
Napa, California 94559
Tel: (707) 224-1340

About 5T WEALTH, LLC

5T WEALTH, LLC, formally registered with the SEC as 5T WEALTH, LLC. The firm was established in 07/01/2003. They have over 1 offices throughout the country.

5T WEALTH, LLC is a Napa, California based Financial Planning firm with nearly $283,078,609 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112552
SEC#	801-58183
Assets Managed by Firm	$283,078,609
No. of Clients	541
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$283,078,609
Individuals (other than high net worth individuals)	168	$54,062,009
High net worth individuals	42	$199,613,629
Pension and profit sharing plans	16	$6,344,258
Charitable organizations	3	$17,417,164

More Retirement Planning firms in Napa, California:

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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