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FIVE PINE WEALTH

COEUR D'ALENE, ID · CRD 317657 · IAPD ↗ · fivepinewealth.com · (877) 333-1015

$191.8MRegulatory AUM
3Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — FIVE PINE WEALTH reported RAUM up 26% ($152.4M -> $191.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — FIVE PINE WEALTH notice-filed in OR, 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.