← Tributary

FIFTH SET PRIVATE WEALTH MANAGEMENT LLC

· CRD 159118 · IAPD ↗ · 646-783-9717

$160.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — FIFTH SET PRIVATE WEALTH MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — FIFTH SET PRIVATE WEALTH MANAGEMENT LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.