FIVE PINE WEALTH

250 Northwest Blvd. Suite 111
Coeur D'alene, Idaho 83814
Tel: 877-333-1015

About FIVE PINE WEALTH

FIVE PINE WEALTH, formally registered with the SEC as FIVE PINE WEALTH. The firm was established in 12/01/2023. They have over 1 offices throughout the country.

FIVE PINE WEALTH is a Coeur D'alene, Idaho based Financial Planning firm with nearly $130,791,571 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317657
SEC#	801-129131
Assets Managed by Firm	$130,791,571
No. of Clients	342
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	342	$130,791,571
Individuals (other than high net worth individuals)	303	$68,466,645
High net worth individuals	35	$59,323,355
Pension and profit sharing plans	Fewer than 5 clients	$3,001,571

More Retirement Planning firms in Coeur D'alene, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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