COEUR D'ALENE, IDCRD 317657Latest ADV February 9, 2026
Five Pine Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Coeur D'Alene, ID. Its latest Form ADV filing, dated February 9, 2026, reports $192M in regulatory assets under management, 3 employees, and 960 accounts.
Assets Under Management
$192M
Employees
3
Offices
--
Total Clients
350
Primary office
COEUR D'ALENE, ID
250 NORTHWEST BLVD., SUITE 111, COEUR D'ALENE, ID, United States
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
296
2
HNWI
14.0%
49
3
Pension Plans
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of February 9, 2026
Discretionary97.9%
$188M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
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.
Total AUM$192M
Total Accounts960
10Y AUM Change+$91M (+89.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee117:1
10Y Employee Change-2 (-40.0%)
* 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.