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| Keyboard |
| Five Pine Wealth Management Inc
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|---|---|
| CRD # | 317657 |
| SEC # | 801-129131 |
| CIK # | 0002041807 |
| AUM | 191.8 M (2026-02-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 877-333-1015 |
| Address | 250 Northwest Blvd Coeur Dalene, ID 83814 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 2.9 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 88.7 |
| (b) Individuals (high net worth individuals) | 49 | 99.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.0 |
| (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 | 960 | 191.8 |
| By Discretionary | ||
| Discretionary | 955 | 187.7 |
| Non-Discretionary | 5 | 4.0 |
| Total | 960 | 191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.8 | |
| Total | 960 | 191.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041807] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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TT Capital Management LLC
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189.8 M |