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| Fifth Third Wealth Advisors LLC
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|---|---|
| CRD # | 313015 |
| SEC # | 801-122096 |
| CIK # | 0001899030 |
| AUM | 7,799.2 M (2026-03-30) |
| Employees | 83 (70% Investors, 0% Brokers) |
| Phone | 513-268-8380 |
| Address | 38 Fountain Square Plaza Cincinnati, OH 45263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Fastenal Co | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Pine Crest Actis Emerging Markets Fund LLC | [2012-03-30] | 5.0 M | |
| Offered $5,000,000 · Filed 2012-03-13 (D) · Exemption 506 · Minimum $250,000 · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| RE | Pine Crest Global Asset Fund LLC | [2012-03-30] | 3.3 M | |
| RE | Pine Crest Map 2009 LLC | [2012-03-30] | 9.3 M | 4.6 M |
| Offered $9,300,000 · Filed 2012-03-19 (D) · Exemption 506 · Minimum $166,667 · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| PE | Pine Crest Partners II LLC | [2012-03-30] | 18.6 M | 0.1 M |
| Offered $18,600,000 · Filed 2012-03-19 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Duration More than one year · Revenue Not Applicable | ||||
| PE | Pine Crest Partners I LLC | [2012-03-30] | 14.1 M | 0.1 M |
| Offered $14,100,000 · Filed 2012-03-20 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Duration More than one year · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 860 | 0.4 |
| (b) Individuals (high net worth individuals) | 566 | 3.0 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 14 | 1.0 |
| (i) State or municipal government entities | 10 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,121 | 7.8 |
| By Discretionary | ||
| Discretionary | 2,121 | 7.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,121 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.8 | |
| Total | 2,121 | 7.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alan Cole | Executive Officer | 24 | 4 | |
| Christopher Engelman | Executive Officer | 17 | 4 | |
| Joel Jastromb | Executive Officer | 16 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001899030] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
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