FIVE PINE WEALTH MANAGEMENT INC. of COEUR D'ALENE, ID is an SEC-registered investment adviser (CRD 317657). Regulatory assets under management: $191.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Benjamin Edward Holzhauser | CO-FOUNDER, CCO, FINANCIAL ADVISOR, SHAREHOLDER | — |
| Jeremy Daniel Morris | CO-FOUNDER, FINANCIAL ADVISOR, SHAREHOLDER | — |
| Morris Daniel | VICE PRESIDENT; VICE PRESIDENT, SHAREHOLDER | — |
| Holzhauser Benjamin Edward | PRESIDENT AND CCO; PRESIDENT, CCO, SHAREHOLDER | — |