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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Five Pine Wealth Management Inc
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|---|---|
| CRD # | 317657 |
| SEC # | 801-129131 |
| CIK # | 0002041807 |
| AUM | $152.4 M (2025-05-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 877-333-1015 |
| Address | 250 Northwest Blvd Coeur Dalene, ID 83814 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 2.1 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 80.0 |
| (b) Individuals (high net worth individuals) | 37 | 69.0 |
| (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 | 0 | 3.4 |
| (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 | 902 | 152.4 |
| By Discretionary | ||
| Discretionary | 897 | 149.0 |
| Non-Discretionary | 5 | 3.4 |
| Total | 902 | 152.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.4 | |
| Total | 902 | 152.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041807] |
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|---|---|---|
|
Elite Wealth Management Inc
✚
|
WI | 0.2 |
|
Retirement Portfolios LLC
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KS | 0.2 |
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Noblebridge Wealth Management LLC
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0.2 | |
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Willamette Financial Advisors LLC
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OR | 0.2 |
|
Davidson Advisory Group LLC
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NC | 0.2 |
|
Bridgeway Wealth Management LLC
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IA | 0.2 |
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Effective Assets Inc
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0.2 | |
|
Amphora Wealth Management LLC
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|
NC | 0.2 |
|
Ivy League Financial Advisors LLC
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MD | 0.2 |
|
O'Dell Capital Management
✚
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OH | 0.2 |