5T Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Napa, CA. Its latest Form ADV filing, dated March 18, 2026, reports $331M in regulatory assets under management, 4 employees, and 533 accounts.
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
206
2
HNWI
21.5%
64
3
Pension Plans
6.1%
18
4
UA, PARTNERSHIP, CONSERVATOR, EXECUTOR
1.7%
5
5
Charitable
1.3%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 18, 2026
Discretionary99.8%
$331M
100% of total RAUM99.8%
Non-discretionary0.2%
$602K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$331M
Total Accounts533
10Y AUM Change+$168M (+103.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee74:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.