| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 5t Wealth Partners, LP | Other Private | $10.8M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Steven Roth Control | Chief Investment Officer | 25-50% | 2024 |
| Hien L Scozzafava Control | Chief Compliance & Client Services Officer (cco/Cso) | 10-25% | 2016 |
| Margaret Krsek Control | Chief Financial Officer (cfo) | 25-50% | 2009 |
5t Wealth, LLC reports $283.1 million in regulatory assets under management on its Form ADV.
5t Wealth, LLC manages 1 private funds with combined gross assets of $10.8 million.
5t Wealth, LLC reports 3 employees.
5t Wealth, LLC is based in Napa, CA and has been SEC-registered since 2003.
5t Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 595 Coombs Street, Napa, CA 94559 |
| Phone | (707) 224-1340 |
| Fax | (707) 224-2521 |
| Office hours | Mon To Fri 8:00 - 4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $282.5M |
| Non-discretionary | $571K |
| Total (RAUM) | $283.1M |