Investment adviser · CRD 112552
5T WEALTH, LLC
Investment adviser filing (IA)
NAPA, CA, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $331M Form ADV · Item 5.F
- Client accounts
- 533 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 64 | $231,716,856 | 69.9% |
| Individuals | 206 | $62,418,386 | 18.8% |
| Charities | Fewer than 5 | $27,334,242 | 8.2% |
| Retirement plans | 18 | $7,412,874 | 2.2% |
| Other clients | 5 | $2,480,090 | 0.7% |
Filing source
Form ADV 2124199 · Aug 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
5TQ FIXED INCOME PLUS MASTER FUND SPCHedge Fund · Last reported Sep 25, 2017$67.9MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-3666828130
- Reported beneficial owners
- 39
- Minimum commitment
- $100K
- Form D file number
- 021-261903
- Form D file number
- 021-261905
Form ADV 1142416 · Sep 25, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
5TQ EQUITY PLUS MASTER FUND SPCHedge Fund · Last reported Sep 25, 2017$30MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8457438259
- Reported beneficial owners
- 30
- Minimum commitment
- $100K
- Form D file number
- 021-261902
- Form D file number
- 021-261904
Form ADV 1142416 · Sep 25, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
5T WEALTH PARTNERS, LPOther Private Fund · Last reported Oct 10, 2025$10.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MOSS ADAMS
PCAOB 659
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-7698018748
- Reported beneficial owners
- 26
- Minimum commitment
- $1M
- Form D file number
- 021-176075
Form ADV 2021144 · Oct 10, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
595 COOMBS STREETNAPA, CA, 94559, United States
CRD 112552
Filing source
Form ADV 2124199 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.