Five Pine Wealth - Investment Advisers

About Five Pine Wealth

Five Pine Wealth Management Inc. is an investment adviser headquartered in Coeur d'Alene, Idaho, and is listed among the investment advisers in Idaho. The firm reports regulatory assets under management of $191.75 million and has three employees. The firm offers financial planning, investment advice, and tax planning to individuals, families, and businesses. It states that it acts as a fiduciary and charges a flat fee on assets under management, a structure it says avoids conflicts of interest tied to investment products. Its stated approach emphasizes regular client contact, with reviews held at least annually and many clients meeting every six months or quarterly. The firm lists memberships in the National Association of Personal Financial Advisors, the Financial Planning Association, and the XY Planning Network. It is also included in the US investment adviser directory.

Key Facts

Assets Under Management

$191.75M

Employees

3

SEC File Number

801-129131