5T WEALTH, LLC of NAPA, CA is an SEC-registered investment adviser (CRD 112552). Regulatory assets under management: $331.4M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Paul James Krsek | CHIEF EXECUTIVE OFFICER (CEO) | — |
| Margaret Krsek | CHIEF FINANCIAL OFFICER (CFO) | — |
| Hien L Scozzafava | CHIEF COMPLIANCE & CLIENT SERVICES OFFICER (CCO/CSO) | — |
| Christopher Steven Roth | CHIEF INVESTMENT OFFICER | — |
| KRSEK PAUL JAMES | CHIEF EXECUTIVE OFFICER (CEO); MANAGING MEMBER | — |
| WIDENER NANCY L | CHIEF COMPLIANCE OFFICER | — |
| ROUSH JEFFREY ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER (COO/CCO) | — |
| ANDREAE ROBERT EDWARD | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| KRSEK MARGARET | CHIEF FINANCIAL OFFICER (CFO); CONTROLLER; CONTROLLER, CHIEF COMPLIANCE OFFICER | — |
| SCOZZAFAVA HIEN L | CHIEF COMPLIANCE & CLIENT SERVICES OFFICER (CCO/CSO) | — |