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FIVE PINE WEALTH
Legal name: FIVE PINE WEALTH MANAGEMENT INC.
CRD 317657File 801-129131
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$191.8M
Below cohort median (national)
Discretionary AUM
$187.7M
Non-discretionary $4.0M
Clients
350
960 accounts
Employees
3
Bottom 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 1, 2023
- Principal office
- 250 NORTHWEST BLVD., SUITE 111, COEUR D'ALENE, ID, 83814
- Phone
- (877) 333-1015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.8M
- Discretionary AUM
- $187.7M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 955
- Non-discretionary accounts
- 5
- Total accounts
- 960
- AUM per client
- $548K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $99.0M |
| Pension and profit sharing plans | 5 | $4.0M |
| Individuals (other than high net worth individuals) | 296 | $88.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.