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Five Pine Wealth Management Inc.

● SEC registered since 2023CRD 317657SEC# 801-129131Coeur D'Alene, ID
Export (members)
Reg. AUM
$152.4M
Employees
5
Accounts
902
Location
Coeur D'Alene, ID

Five Pine Wealth Management Inc. assets under management

Five Pine Wealth Management Inc. is an investment advisory firm registered with the SEC based in Coeur D'Alene, ID. The firm has been registered since 2023. It reports $152.4 million in regulatory assets under management and employs 5 people.
www.fivepinewealth.comView on SEC.gov ↗

Five Pine Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Edward Holzhauser ControlCo-Founder, Cco, Financial Advisor, Shareholder50-75%2021
Jeremy Daniel Morris ControlCo-Founder, Financial Advisor, Shareholder50-75%2021

Frequently asked questions

How much does Five Pine Wealth Management Inc. manage?

Five Pine Wealth Management Inc. reports $152.4 million in regulatory assets under management on its Form ADV.

How many employees does Five Pine Wealth Management Inc. have?

Five Pine Wealth Management Inc. reports 5 employees.

Where is Five Pine Wealth Management Inc. located?

Five Pine Wealth Management Inc. is based in Coeur D'Alene, ID and has been SEC-registered since 2023.

Does Five Pine Wealth Management Inc. disclose fund performance?

Five Pine Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Northwest Blvd., Suite 111, Coeur D'Alene, ID 83814
Phone(877) 333-1015
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149M
Non-discretionary$3.4M
Total (RAUM)$152.4M