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 investment management, financial planning, and family office services to individuals, trusts, retirement plans, private foundations and other entities, with many clients who are current or former business owners. The firm combines portfolio management for individuals with broader wealth services such as estate planning coordination, private foundation administration support, and bill‑payment/householding services as part of its family office offering. The firm’s investment approach blends fundamental research with quantitative and technical analysis, emphasizing tactical, valuation‑based re‑weighting and an absolute‑return orientation rather than strict benchmark tracking. Portfolios seek “true diversification” by combining traditional assets and alternative building blocks (including hedge funds, private equity, private credit and real estate), primarily implemented through ETFs, selected sub‑advisors, and a held‑away account platform (Pontera) for defined‑contribution and other external accounts. Several features disclosed in the firm brochure are uncommon among similar team firms: 5T recently documented material changes (for example, it is no longer the General Partner of 5T Wealth Partners, LP, no longer refers clients to third‑party money managers, and no longer recommends Charles Schwab as a custodian), and the firm states it publishes periodicals/newsletters, uses client testimonials in advertising, and offers educational seminars and workshops. The brochure also highlights procedural controls that may matter to prospective clients — such as engagement of an independent CPA for surprise examinations of family‑office bill‑pay accounts and the disclosure of principals’ outside business activities (insurance licensing and family trust real‑estate ownership) that could create conflicts the firm says it manages.

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.