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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Holzhauser, Benjamin, Edward | I | PRESIDENT AND CCO | D | Control |
| Holzhauser, Benjamin, Edward | I | PRESIDENT AND CCO | D | Control |
| Holzhauser, Benjamin, Edward | I | PRESIDENT AND CCO | D | Control |
| Holzhauser, Benjamin, Edward | I | PRESIDENT, CCO, SHAREHOLDER | D | Control |
| Holzhauser, Benjamin, Edward | I | CO-FOUNDER, CCO, FINANCIAL ADVISOR, SHAREHOLDER | D | Control |
| Holzhauser, Benjamin, Edward | I | CO-FOUNDER, CCO, FINANCIAL ADVISOR, SHAREHOLDER | D | Control |
| Morris, Jeremy, Daniel | I | VICE PRESIDENT | D | Control |
| Morris, Jeremy, Daniel | I | VICE PRESIDENT | D | Control |
| Morris, Jeremy, Daniel | I | VICE PRESIDENT | D | Control |
| Morris, Jeremy, Daniel | I | VICE PRESIDENT, SHAREHOLDER | D | Control |
| Morris, Jeremy, Daniel | I | CO-FOUNDER, FINANCIAL ADVISOR, SHAREHOLDER | D | Control |
| Morris, Jeremy, Daniel | I | CO-FOUNDER, FINANCIAL ADVISOR, SHAREHOLDER | D | Control |
Registrations
Federal
IA
May 8, 2025 REGISTERED
Notice Filings (7)
AZ CA ID MT OR TX WA
Address
250 NORTHWEST BLVD.SUITE 111
COEUR D'ALENE, ID 83814
United States
Phone: (877) 333-1015