A complete list of active advisors currently associated with 5T Wealth, LLC

Warmer can help you find a great advisor at 5T Wealth, LLC or one who fits your needs even better.

5T Wealth provides discretionary asset management, comprehensive financial planning, family office services, and advice on variable annuities to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s client base includes a large proportion of current or former business owners and covers a wide range of ages and financial circumstances. The firm’s investment approach blends fundamental research with quantitative and technical analysis, emphasizes tactical re‑weighting and absolute‑return objectives, and seeks true diversification across both traditional and alternative asset classes (including hedge funds, private equity, private credit, and real estate). 5T commonly implements strategies via sub‑advisors and manager‑of‑managers arrangements, uses custodial and third‑party platforms (e.g., Fidelity, Pontera, and third‑party trading through 55IP), and conducts regular portfolio monitoring and rebalancing aligned with clients’ investment strategies. Notable distinctions disclosed in the firm’s ADV include a recent material amendment adding variable annuity advisory services and the firm’s affiliation with 5T Insurance Solutions through licensed principals, a relationship the brochure identifies and addresses as a potential conflict of interest. The brochure also highlights client education and periodic communications, the use of testimonials in advertising, and an in‑house family office bill‑payment service subject to independent CPA surprise examinations—features the firm notes that are less common among peers.

To learn more about the advisors currently working at 5T Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.