5t Wealth, LLC
5T Wealth, LLC is an SEC-registered investment adviser founded in Napa, California. The firm specializes in wealth management, financial planning, and family office services for individuals and families seeking long-term financial security. It manages over $283 million in AUM (as of July 2025) and primarily serves high net worth individuals, other individuals, charitable organizations, and pension plans. The company was established in 2011 and maintains a small, dedicated team of experienced professionals focused on personalized client service.
Investment Strategy
5T Wealth, LLC implements a comprehensive wealth management and investment advisory approach by acting as the primary financial advisor for individuals and families. Their investment strategy aims to generate competitive returns tailored to client objectives through portfolio management, asset allocation, and risk management. The firm emphasizes long-term financial security and meaningful engagement with clients’ personal and family goals, offering curated financial counsel and holistic investment solutions suited for high net worth clients and select institutional accounts. The firm advises clients on diversified strategies across equities, fixed income, and alternative assets with personalized risk management and wealth planning.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 7.20% | $16.5M | 353,327 | $45.26 | $46.71 | +$868.3K |
B BBUS | J P MORGAN EXCHANGE TRADED F | 6.11% | $14.0M | 116,210 | $108.43 | $120.66 | +$2.7M |
Q QUAL | ISHARES TR | 5.46% | $12.5M | 64,399 | $178.54 | $194.50 | +$938.1K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.28% | $7.5M | 158,439 | $46.64 | $47.55 | +$1.7M |
I IVV | ISHARES TR | 3.17% | $7.3M | 10,868 | $592.53 | $669.30 | +$848.0K |