Fifth Set Private Wealth Management LLC

RIASEC RegisteredEst. 2017

Total AUM

$160M

Discretionary

$148M

92% of AUM

Avg account

$496K

Accounts

323

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 159118
Registered since: June 22, 2017
Website: www.fifthsetwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.77%
Individuals4.74%
Pension & Profit Sharing Plans0.48%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fifth Set Private Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is owner-operated and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing arrangements combine a percentage-of-AUM model with the option for hourly or fixed-fee engagements. Fifth Set reports that it does not emphasize ESG investing and does not serve as a capital allocator.