# Five Pine Wealth

> Five Pine Wealth is an SEC-registered investment advisory firm in Coeur D'Alene, ID, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 317657
- Filed as: FIVE PINE WEALTH
- Legal name: Five Pine Wealth Management Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coeur D'Alene, ID
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317657
- AdvisorCensus page: https://advisorcensus.com/firm/five-pine-wealth-coeur-d-alene-id-317657

## Quick answers

**How is Five Pine Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Five Pine Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Five Pine Wealth located?**
Five Pine Wealth's principal office is in Coeur D'Alene, ID, according to its Form ADV.

**Is Five Pine Wealth registered with the SEC or a state?**
Five Pine Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 317657.

**How much does Five Pine Wealth manage?**
Five Pine Wealth reports $191,751,292 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (98% discretionary).

**How have Five Pine Wealth's assets and staff changed since 2024?**
In the Form ADV data for Five Pine Wealth: Regulatory assets under management: $130,791,571 in the October 2024 data and $191,751,292 in the October 2026 data, up 47%. Total employees: 5 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Five Pine Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (296); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Five Pine Wealth use?**
Five Pine Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Five Pine Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317657

**Does Five Pine Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "Adviser does not require a minimum account value to open or maintain an account."

**What changed in Five Pine Wealth's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $152,364,703 to $191,751,292 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> Adviser does not require a minimum account value to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $191,751,292
- Discretionary: $187,730,128
- Non-discretionary: $4,021,164

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 296 | $88,686,497 |
| High net worth individuals | 49 | $99,043,631 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,021,164 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fivepinewealth.com
- Facebook @fivepinewealth
- LinkedIn @five-pine-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $130,791,571 | 5 | July 22, 2024 |
| October 2025 | $152,364,703 | 5 | May 8, 2025 |
| October 2026 | $191,751,292 | 3 | February 9, 2026 |

Regulatory assets under management: $130,791,571 in the October 2024 data and $191,751,292 in the October 2026 data, up 47%.
Total employees: 5 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $152,364,703 to $191,751,292 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Five Pine Wealth (CRD 317657): Form ADV filing data as of October 2026.