FIVE PINE WEALTH MANAGEMENT INC.
Legal name: FIVE PINE WEALTH
CRD #317657 SEC #801-129131 COEUR D'ALENE, ID (877) 333-1015
SEC Registered
Total AUM
$152.4M
Discretionary
$149M
Employees
5
Clients
10
Accounts
902
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $152.4M | $149M | $3.4M | 5 | 4 |
| Mar 2025 | $152.4M | $149M | $3.4M | 6 | 4 |
| Jul 2024 | $130.8M | $127.8M | $3M | 5 | 0 |
| Jan 2024 | $112.2M | $109.7M | $2.5M | 5 | 0 |
| Jan 2024 | $101.2M | $98.7M | $2.5M | 5 | 0 |
| Oct 2023 | $101.2M | $98.7M | $2.5M | 5 | 0 |
DateMay 2025
Total AUM$152.4M
Discretionary$149M
Non-Disc.$3.4M
Employees5
Clients4
DateMar 2025
Total AUM$152.4M
Discretionary$149M
Non-Disc.$3.4M
Employees6
Clients4
DateJul 2024
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees5
Clients0
DateJan 2024
Total AUM$112.2M
Discretionary$109.7M
Non-Disc.$2.5M
Employees5
Clients0
DateJan 2024
Total AUM$101.2M
Discretionary$98.7M
Non-Disc.$2.5M
Employees5
Clients0
DateOct 2023
Total AUM$101.2M
Discretionary$98.7M
Non-Disc.$2.5M
Employees5
Clients0