FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$160,284,338
Discretionary
$147,559,319
Non-discretionary
$12,725,019
Firm details
- CRD number
- 159118
- SEC file number
- 801-110682
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.