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| Keyboard |
| Fifth SET Private Wealth Management LLC
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|---|---|
| CRD # | 159118 |
| SEC # | 801-110682 |
| CIK # | |
| AUM | 160.3 M (2026-02-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 646-783-9717 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 7.6 |
| (b) Individuals (high net worth individuals) | 44 | 151.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 160.3 |
| By Discretionary | ||
| Discretionary | 313 | 147.6 |
| Non-Discretionary | 10 | 12.7 |
| Total | 323 | 160.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.3 | |
| Total | 323 | 160.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dorman Financial Management PA
✚
|
FL | 160.6 M |
|
Collier Financial Inc
✚
|
CO | 160.5 M |
|
Old Oak Financial Planning Inc
✚
|
MI | 160.3 M |
|
Inversiones SURA Corp
✚
|
FL | 160.2 M |
|
Turloff Financial Consulting Inc
✚
|
160.0 M | |
|
Hazlett Wealth Management LLC
✚
|
ID | 160.0 M |
|
Sequinox Wealth Management LLC
✚
|
PA | 160.0 M |
|
Sequoia Planning & Investments LLC
✚
|
160.0 M | |
|
Warnke/Nichols Ltd
✚
|
WI | 160.0 M |
|
Steady Returns LLC
✚
|
159.8 M |