Five Pine Wealth Management Inc.
● SEC registered since 2023CRD 317657SEC# 801-129131Coeur D'Alene, ID
Reg. AUM
$191.8M
Employees
3
Accounts
960
Location
Coeur D'Alene, ID
Five Pine Wealth Management Inc. assets under management
Five Pine Wealth Management Inc. is an investment advisory firm registered with the SEC based in Coeur D'Alene, ID. The firm has been registered since 2023. It reports $191.8 million in regulatory assets under management and employs 3 people.
Five Pine Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Edward Holzhauser Control | Co-Founder, Cco, Financial Advisor, Shareholder | 50-75% | 2021 |
| Jeremy Daniel Morris Control | Co-Founder, Financial Advisor, Shareholder | 50-75% | 2021 |
Frequently asked questions
How much does Five Pine Wealth Management Inc. manage?
Five Pine Wealth Management Inc. reports $191.8 million in regulatory assets under management on its Form ADV.
How many employees does Five Pine Wealth Management Inc. have?
Five Pine Wealth Management Inc. reports 3 employees.
Where is Five Pine Wealth Management Inc. located?
Five Pine Wealth Management Inc. is based in Coeur D'Alene, ID and has been SEC-registered since 2023.
Does Five Pine Wealth Management Inc. disclose fund performance?
Five Pine Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 Northwest Blvd., Suite 111, Coeur D'Alene, ID 83814 |
| Phone | (877) 333-1015 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.8M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$191.8Mregulatory AUM
Discretionary $187.7MNon-discretionary $4M