# FIVE PINE WEALTH MANAGEMENT INC.

FIVE PINE WEALTH MANAGEMENT INC. of COEUR D'ALENE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 317657
- Type: SEC-registered investment adviser
- SEC file number: 801-129131
- Location: 250 NORTHWEST BLVD., SUITE 111, COEUR D'ALENE, ID, 83814
- Phone: (877) 333-1015
- Latest filing: 2026-02-09
- Regulatory AUM: $191.8M
- Discretionary AUM: $187.7M
- Non-discretionary AUM: $4.0M
- Clients: 3
- Accounts: 960

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317657/similar
- Related entities: https://search.stillhousedata.com/firm/317657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317657

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.