Fifth Set Private Wealth Management LLC
● SEC registered since 2017CRD 159118SEC# 801-110682
Reg. AUM
$160.3M
Employees
3
Accounts
323
Location
—
Fifth Set Private Wealth Management LLC assets under management
Fifth Set Private Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $160.3 million in regulatory assets under management and employs 3 people.
Fifth Set Private Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Andrew Post Control | Managing Member/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Fifth Set Private Wealth Management LLC manage?
Fifth Set Private Wealth Management LLC reports $160.3 million in regulatory assets under management on its Form ADV.
How many employees does Fifth Set Private Wealth Management LLC have?
Fifth Set Private Wealth Management LLC reports 3 employees.
Does Fifth Set Private Wealth Management LLC disclose fund performance?
Fifth Set Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-783-9717 |
| Fax | 646-572-8737 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.3M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$160.3Mregulatory AUM
Discretionary $147.6MNon-discretionary $12.7M