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| Fifth Third Wealth Advisors LLC
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|---|---|
| CRD # | 313015 |
| SEC # | 801-122096 |
| CIK # | 0001899030 |
| AUM | $7.8 B (2026-03-30) |
| Employees | 83 (70% Investors, 0% Brokers) |
| Phone | 513-268-8380 |
| Address | 38 Fountain Square Plaza Cincinnati, OH 45263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001899030 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Fastenal Co | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Marvell Technology Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Pine Crest Actis Emerging Markets Fund LLC | [2012-03-30] | 5.0 | 0.0 |
| RE | Pine Crest Global Asset Fund LLC | [2012-03-30] | 3.3 | |
| RE | Pine Crest MAP 2009 LLC | [2012-03-30] | 9.3 | 4.6 |
| PE | Pine Crest Partners II LLC | [2012-03-30] | 18.6 | 0.1 |
| PE | Pine Crest Partners I LLC | [2012-03-30] | 14.1 | 0.1 |
| AUM Breakdown | Accounts | AUM ($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 | 23 | 4 | ||
| Christopher Engelman | 17 | 4 | ||
| Joel Jastromb | 16 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001899030] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ballentine Partners LLC
✚
|
MA | 15.3 |
|
Evergreen Capital Management LLC
✚
|
WA | 7.2 |
|
MainStreet Investment Advisors LLC
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|
IL | 5.9 |
|
Quadrant Capital Group LLC
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|
OH | 5.4 |
|
Eversource Wealth Advisors LLC
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|
AL | 5.1 |
|
Venturi Wealth Management LLC
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|
TX | 3.6 |
|
Shariaportfolio Inc
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|
FL | 3.0 |
|
Pasadena Private Wealth LLC
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|
CA | 1.6 |
|
Swan Capital LLC
✚
|
0.4 | |
|
SWBC Investment Company
✚
|
TX | 0.3 |