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Fifth Set Private Wealth Management LLC

● SEC registered since 2017CRD 159118SEC# 801-110682
Export (members)
Reg. AUM
$146.9M
Employees
3
Accounts
310
Location

Fifth Set Private Wealth Management LLC assets under management

Fifth Set Private Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $146.9 million in regulatory assets under management and employs 3 people.

Fifth Set Private Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Ian Andrew Post ControlManaging Member/Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Fifth Set Private Wealth Management LLC manage?

Fifth Set Private Wealth Management LLC reports $146.9 million in regulatory assets under management on its Form ADV.

How many employees does Fifth Set Private Wealth Management LLC have?

Fifth Set Private Wealth Management LLC reports 3 employees.

Does Fifth Set Private Wealth Management LLC disclose fund performance?

Fifth Set Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone646-783-9717
Fax646-572-8737
Office hours9:00 a.m. - 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.4M
Non-discretionary$10.6M
Total (RAUM)$146.9M