FIVE PINE WEALTH
FIVE PINE WEALTH MANAGEMENT INC. Legal Name
Adviser information for FIVE PINE WEALTH last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 346 | $109.7M |
| Non-Discretionary | 4 | $2.5M |
| Total | 350 | $112.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 307 | $51.9M |
| HNW Individuals | 39 | $57.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 4 | $2.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129131 |
|---|---|
| SEC ERA File Number | 801-129131 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317657 |
| Legal Entity Identifier | None |
Principal Office
250 NORTHWEST BLVD. SUITE 111COEUR D'ALENE
ID
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 877-333-1015, Fax: None
Chief Compliance Officer
BENJAMIN HOLZHAUSER
250 NORTHWEST BLVD. SUITE 111
COEUR D'ALENE
ID
United States
Tel:
(877) 333-1015
B**@*****************M
(Full email address available in API data)
Regulatory Contact
SHERRIE PETERSEN
250 NORTHWEST BLVD. SUITE 111
COEUR D'ALENE
ID
United States
Tel:
(877) 333-1015
S******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Holzhauser, Benjamin, Edward | Individual | – | PRESIDENT AND CCO | 01/2021 | 50-75% |
| Morris, Jeremy, Daniel | Individual | – | VICE PRESIDENT | 01/2021 | 50-75% |