5T WEALTH, LLC
CRD #112552 SEC #801-58183 NAPA, CA (707) 224-1340
SEC Registered Disclosures
Total AUM
$283.1M
Discretionary
$282.5M
Employees
4
Clients
--
Accounts
541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $283.1M | $282.5M | $571.5K | 4 | 0 |
| Oct 2025 | $283.1M | $282.5M | $571.5K | 4 | 0 |
| Sep 2025 | $283.1M | $282.5M | $571.5K | 4 | 0 |
| Sep 2025 | $283.1M | $282.5M | $571.5K | 4 | 0 |
| Sep 2025 | $283.1M | $282.5M | $571.5K | 4 | 0 |
| Jul 2025 | $283.1M | $282.5M | $571.5K | 3 | 0 |
| Feb 2025 | $283.1M | $282.5M | $571.5K | 3 | 0 |
| Feb 2025 | $283.1M | $282.5M | $571.5K | 3 | 0 |
| Jan 2025 | $283.1M | $282.5M | $571.5K | 3 | 0 |
| Sep 2024 | $216.1M | $215.6M | $500K | 3 | 0 |
| Mar 2024 | $216.1M | $215.6M | $500K | 3 | 0 |
| Feb 2024 | $216.1M | $215.6M | $500K | 3 | 0 |
| Dec 2023 | $194.8M | $194.3M | $430.4K | 6 | 0 |
| Mar 2023 | $194.8M | $194.3M | $430.4K | 6 | 0 |
| Feb 2023 | $194.8M | $194.3M | $430.4K | 6 | 0 |
| Feb 2023 | $194.8M | $194.3M | $430.4K | 6 | 0 |
| Jan 2022 | $218.1M | $217.5M | $513.8K | 6 | 0 |
| Oct 2021 | $213.5M | $213M | $468K | 6 | 0 |
| Mar 2021 | $213.5M | $213M | $468K | 6 | 0 |
| Feb 2021 | $213.5M | $213M | $468K | 6 | 0 |
| Jun 2020 | $207.5M | $207.4M | $154.9K | 6 | 0 |
| May 2020 | $207.5M | $207.4M | $154.9K | 6 | 0 |
| May 2020 | $207.5M | $207.4M | $154.9K | 6 | 0 |
| Jan 2020 | $207.5M | $207.4M | $154.9K | 6 | 0 |
| Jan 2020 | $207.5M | $207.4M | $154.9K | 6 | 0 |
| Jan 2020 | $214.8M | $210.9M | $3.9M | 6 | 0 |
| Mar 2019 | $185.6M | $176.4M | $9.1M | 6 | 0 |
| Jan 2019 | $185.6M | $176.4M | $9.1M | 6 | 0 |
| Sep 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| Jun 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| Jun 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| May 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| Apr 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| Mar 2018 | $192.6M | $183.7M | $8.9M | 5 | 0 |
| Sep 2017 | $163.2M | $163.2M | $0 | 3 | 200 |
| Mar 2017 | $163.2M | $163.2M | $0 | 8 | 200 |
| Mar 2017 | $163.2M | $163.2M | $0 | 8 | 200 |
| Nov 2016 | $167.9M | $167.9M | $0 | 8 | 200 |
| Aug 2016 | $167.9M | $167.9M | $0 | 3 | 200 |
| Aug 2016 | $167.9M | $167.9M | $0 | 3 | 200 |
| Jun 2016 | $119.4M | $119.4M | $0 | 5 | 200 |
| Jun 2016 | $119.4M | $119.4M | $0 | 5 | 200 |
| Jan 2016 | $119.4M | $119.4M | $0 | 5 | 200 |
| Sep 2015 | $125.2M | $125.2M | $0 | 5 | 200 |
| Jul 2015 | $125M | $125M | $0 | 5 | 200 |
| Apr 2015 | $125M | $125M | $0 | 5 | 200 |
| Mar 2015 | $118.2M | $118.2M | $0 | 7 | 150 |
| Mar 2015 | $118.2M | $118.2M | $0 | 7 | 150 |
| Nov 2014 | $118.2M | $118.2M | $0 | 7 | 150 |
| Oct 2014 | $118.2M | $118.2M | $0 | 7 | 150 |
| May 2014 | $118.2M | $118.2M | $0 | 7 | 150 |
| Apr 2013 | $125.2M | $124.3M | $929.1K | 5 | 26 |
| Oct 2012 | $111.8M | $111.3M | $502.7K | 1 | 200 |
| Apr 2012 | $111.8M | $111.3M | $502.7K | 1 | 200 |
| Mar 2012 | $111.8M | $111.3M | $502.7K | 1 | 200 |
| Mar 2011 | $115.8M | $115.8M | $0 | 5 | -- |
| Mar 2010 | $112M | $112M | $0 | 5 | -- |
| Mar 2009 | $101.8M | $101.8M | $0 | 10 | -- |
| Mar 2007 | $86.2M | $86.2M | $0 | 5 | -- |
| Mar 2006 | $79.8M | $79.8M | $0 | 5 | -- |
| Apr 2004 | $40.5M | $40.5M | $0 | 5 | -- |
| Mar 2004 | $40.5M | $40.5M | $0 | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees4
Clients0
DateOct 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees4
Clients0
DateSep 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees4
Clients0
DateSep 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees4
Clients0
DateSep 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees4
Clients0
DateJul 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees3
Clients0
DateFeb 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees3
Clients0
DateFeb 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees3
Clients0
DateJan 2025
Total AUM$283.1M
Discretionary$282.5M
Non-Disc.$571.5K
Employees3
Clients0
DateSep 2024
Total AUM$216.1M
Discretionary$215.6M
Non-Disc.$500K
Employees3
Clients0
DateMar 2024
Total AUM$216.1M
Discretionary$215.6M
Non-Disc.$500K
Employees3
Clients0
DateFeb 2024
Total AUM$216.1M
Discretionary$215.6M
Non-Disc.$500K
Employees3
Clients0
DateDec 2023
Total AUM$194.8M
Discretionary$194.3M
Non-Disc.$430.4K
Employees6
Clients0
DateMar 2023
Total AUM$194.8M
Discretionary$194.3M
Non-Disc.$430.4K
Employees6
Clients0
DateFeb 2023
Total AUM$194.8M
Discretionary$194.3M
Non-Disc.$430.4K
Employees6
Clients0
DateFeb 2023
Total AUM$194.8M
Discretionary$194.3M
Non-Disc.$430.4K
Employees6
Clients0
DateJan 2022
Total AUM$218.1M
Discretionary$217.5M
Non-Disc.$513.8K
Employees6
Clients0
DateOct 2021
Total AUM$213.5M
Discretionary$213M
Non-Disc.$468K
Employees6
Clients0
DateMar 2021
Total AUM$213.5M
Discretionary$213M
Non-Disc.$468K
Employees6
Clients0
DateFeb 2021
Total AUM$213.5M
Discretionary$213M
Non-Disc.$468K
Employees6
Clients0
DateJun 2020
Total AUM$207.5M
Discretionary$207.4M
Non-Disc.$154.9K
Employees6
Clients0
DateMay 2020
Total AUM$207.5M
Discretionary$207.4M
Non-Disc.$154.9K
Employees6
Clients0
DateMay 2020
Total AUM$207.5M
Discretionary$207.4M
Non-Disc.$154.9K
Employees6
Clients0
DateJan 2020
Total AUM$207.5M
Discretionary$207.4M
Non-Disc.$154.9K
Employees6
Clients0
DateJan 2020
Total AUM$207.5M
Discretionary$207.4M
Non-Disc.$154.9K
Employees6
Clients0
DateJan 2020
Total AUM$214.8M
Discretionary$210.9M
Non-Disc.$3.9M
Employees6
Clients0
DateMar 2019
Total AUM$185.6M
Discretionary$176.4M
Non-Disc.$9.1M
Employees6
Clients0
DateJan 2019
Total AUM$185.6M
Discretionary$176.4M
Non-Disc.$9.1M
Employees6
Clients0
DateSep 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateJun 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateJun 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateMay 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateApr 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateMar 2018
Total AUM$192.6M
Discretionary$183.7M
Non-Disc.$8.9M
Employees5
Clients0
DateSep 2017
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees8
Clients200
DateNov 2016
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees8
Clients200
DateAug 2016
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees3
Clients200
DateAug 2016
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees3
Clients200
DateJun 2016
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients200
DateJun 2016
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients200
DateJan 2016
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients150
DateMar 2015
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients150
DateNov 2014
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients150
DateOct 2014
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients150
DateMay 2014
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients150
DateApr 2013
Total AUM$125.2M
Discretionary$124.3M
Non-Disc.$929.1K
Employees5
Clients26
DateOct 2012
Total AUM$111.8M
Discretionary$111.3M
Non-Disc.$502.7K
Employees1
Clients200
DateApr 2012
Total AUM$111.8M
Discretionary$111.3M
Non-Disc.$502.7K
Employees1
Clients200
DateMar 2012
Total AUM$111.8M
Discretionary$111.3M
Non-Disc.$502.7K
Employees1
Clients200
DateMar 2011
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--