About

5T WEALTH, LLC is a financial services firm that helps clients achieve their financial goals and build long-term wealth. With a team of experienced advisors, 5T WEALTH offers personalized solutions in investment management, retirement planning, tax planning, and estate planning. The firm has been in business for over 10 years and manages assets of $500 million. 5T WEALTH serves individuals, families, and small businesses, and operates on a fee-based structure, ensuring its interests align with its clients'. Founded by industry experts, the firm values transparency, compliance, and putting clients first. As a registered investment advisor, 5T WEALTH discloses any material information and conducts regular compliance audits. Trust 5T WEALTH, LLC to guide you towards financial success, as their success is tied to yours.

Key Takeaways

Dedicated team of experienced and knowledgeable financial advisors
Expert guidance and personalized solutions
Focus on helping clients achieve their financial goals and build long-term wealth

Facts & Insights

5T WEALTH, LLC has been in business for over 10 years and has amassed a significant amount of assets under management. The firm also has a team of highly qualified advisors who bring a wealth of experience and knowledge to the table. This allows 5T WEALTH to provide clients with the best possible financial advice and solutions tailored to their specific needs.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: 10 years

Financial Services Offered

5T WEALTH, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client's financial well-being are considered and addressed.

Client Types

5T WEALTH, LLC caters to a diverse client base, including individuals, families, and small businesses. The firm understands that each client has unique financial goals and needs, and therefore, provides personalized solutions to ensure their financial success. 5T WEALTH works closely with its clients to understand their specific situation and develop a tailored plan to help them achieve their financial objectives.

Fees & Compensation

5T WEALTH, LLC operates on a fee-based structure, which means that the firm's compensation is based on a percentage of assets under management. This aligns the firm's interests with those of its clients, as 5T WEALTH only succeeds when its clients succeed. The firm is fully transparent about its fees and ensures that clients understand and agree to them before any services are provided.

Background

5T WEALTH, LLC was founded by a team of financial experts with decades of combined experience in the industry. The firm's founders recognized the need for a client-focused and transparent approach to financial planning and set out to create a firm that puts its clients' best interests first. This philosophy remains at the core of 5T WEALTH's values and has enabled the firm to build strong and lasting relationships with its clients.

Disclosures

As a registered investment advisor, 5T WEALTH, LLC is required to disclose any material information that may affect its ability to provide unbiased and objective advice to clients. The firm has a strict code of ethics and conducts regular compliance audits to ensure that all rules and regulations are followed. 5T WEALTH takes its responsibility to its clients very seriously and is fully committed to complying with all industry regulations.

Other Information

TAX LIENS AND REAL ESTATE

Firm Facts

Primary Business Name: 5T WEALTH, LLC
SEC Region: SFRO
Organization CRD: 112552
SEC: 801-58183
Firm Type: Registered
Legal Name: 5T WEALTH, LLC