Investment adviser · CRD 142430

C5 WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

GREAT FALLS, VA, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$207M
Form ADV · Item 5.F
Client accounts
1,212
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

746 WALKER ROAD, SUITE 26
GREAT FALLS, VA, 22066, United States

CRD 142430

Filing source

Form ADV 714398 · Mar 28, 2013 · 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.