5T Wealth, LLC

Financial Advisor in Napa, CA

Firm Info
Address: 595 Coombs St, Napa, CA 94559, USA
Phone: (707) 224-1340

Firm Size
Assets Under Management: $218.1 million
# of Advisors: 2
# of Clients: 330
Client to Advisor Ratio: 165:1
Average Account Size: $660,785
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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5T Wealth, LLC Overview

5T Wealth LLC is an investment advisory firm in Napa, California that provides financial planning services and portfolio management for individuals and small businesses. The firm specializes in investment advice only, offering clients a fee-only arrangement to ensure unbiased advice. Established in 2003, the firm has over 18 years of experience in providing quality investment solutions to clients. 5T Wealth LLC caters to both individual and institutional clients by offering portfolio management of pooled investment vehicles, businesses, or institutional clients. The firm also assists clients with the selection of other advisors and offers educational seminars and workshops. Their range of services provides clients with a comprehensive approach to their financial health. 5T Wealth LLC is committed to providing its clients with access to a wealth of information and has a tradition of publishing periodicals and newsletters to educate clients on financial topics. Their unyielding dedication to the education of clients has made them one of the most respected investment advisory firms in California. With a focus on long-term planning and investment, 5T Wealth LLC is a reliable partner for a secure financial future.

5T Wealth, LLC serves a wide range of clientele, including individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other types of clients. Depending on the needs and preferences of each client, the firm offers a variety of fee structures. These may include a percentage of assets under management, hourly fees, fixed fees, or other types of fees. The choice of fee structure will often depend on the nature and scope of the service provided, as well as the goals and budget of the client. For instance, a high net worth individual may prefer a percentage of assets under management fee structure, while a charitable organization may prefer an hourly or fixed fee structure. Whatever the case may be, 5T Wealth, LLC strives to provide transparent and competitive fee structures that align with the best interests of its clients.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for 5T Wealth, LLC is $250,000, as stated in their Part 2 Brochure note about investment minimums. This applies to discretionary advisory clients, meaning clients who have given 5T the authority to make investment decisions on their behalf. However, the note also mentions that this minimum may be waived in certain circumstances at the discretion of the firm's principals.

How This Office Can Help Napa, CA Residents

5T Wealth, LLC is a financial advisory firm that assists clients in Napa, CA, with their wealth management goals. Napa is known for its lively wine industry, and clients in this area may have unique financial situations related to vineyard and winemaking operations. 5T Wealth, LLC provides personalized guidance for clients looking to manage their wealth, plan for retirement, and help their families secure their financial futures. Additionally, 5T Wealth, LLC offers guidance on tax-efficient investments and helps clients navigate the complex world of estate planning. In Napa, CA, high net worth individuals may face challenges related to managing their wealth as they are often invested in businesses such as wineries, restaurants, and vineyards. 5T Wealth, LLC can help clients navigate these challenges by offering expert financial advice, analyzing market trends, and creating custom portfolios suited to their individual goals. Furthermore, with the number of baby boomers in Napa, more and more clients require retirement planning and estate planning services, which 5T Wealth, LLC specializes in.

To view the Minimum Investment and Fee Schedule for 5T Wealth, LLC, visit their Part 2 Brochure.

Services Offered by 5T Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by 5T Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 595 Coombs St, Napa, CA 94559, USA
Phone (707) 224-1340
Directions
Google My Business Reviews:
2 Stars

Other Office Locations

This firm has no other locations.

State Registrations

5T Wealth, LLC is registered to service clients in the following states:

  • California
  • Oregon
  • Texas

Disciplinary History

5T Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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