5T Wealth LLC
Legal Name: 5T WEALTH, LLC
Other Info
5T Wealth LLC is legally known as 5T WEALTH, LLC. It is a CA Limited Liability Company. This firm has 6 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 1, 2003.
5T Wealth, LLC
5T Wealth Management LLC (5T Wealth) is an investment advisor registered with the Securities and Exchange Commission (SEC). We are located in California’s beautiful Napa Valley. We serve clients throughout the United States including individual investors, family trusts, charitable trusts, retireme…
Direct Owners
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HIEN L SCOZZAFAVA
CHIEF COMPLIANCE & CLIENT SERVICES OFFICER (CCO/CSO) owns more than 5% but less than 10%
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MARGARET KRSEK
CHIEF FINANCIAL OFFICER (CFO) owns more than 25% but less than 50%
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PAUL JAMES KRSEK
CHIEF EXECUTIVE OFFICER (CEO) owns more than 25% but less than 50%
Custodians
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COLORADO STATE BANK & TRUST
United States