$331.4M Total AUM
$330.8M Disc. AUM
-- 3Y CAGR
4 Employees
297 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorMatrix eagle
- Established Date
- 12-20-2001
- Office Locations
- 1
Office Locations
595 Coombs Street Napa CA
About 5T Wealth, LLC
5T Wealth, LLC is a Napa-based RIA. The firm has been operating for 24 years. Managing $331.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
37 AVG AGE
$82.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Crest Unison catalyst Zenith frontier Alpha Element harbor Oak signal Beacon Wave
Custodian
Optima optima Eagle Pathway Prime Wave oak Horizon element Oak
Investment Themes
Pioneer Wave
Investment Vehicles
Signal meridian Atlas
Platform
Timber Matrix Pioneer vital Focus north
Services
Ridge catalyst Summit eagle Atlas momentum Horizon wave Bridge Optima Radial horizon Matrix matrix Ridge element Element Matrix Vital
Technology
Fusion Summit
Owner & Executives
MARGARET KRSEK
Chief Financial Officer, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
(397) 659-1684
summit.vector@crestcapital.com
in linkedin.com/in/prime-alpha
PAUL JAMES KRSEK
Director
- CRD
- #716944
- Ownership
- 25% but less than 50%
(463) 573-5321
prime.legacy@beaconcapital.com
in linkedin.com/in/unison-horizon
H
Horizon pathway
Glacier focus
- CRD
- #55346
- Ownership
- 31.4%
(598) 543-3232
summit.timber@wavecapital.com
in linkedin.com/in/vertex-frontier
Showing 2 of 4 owners & executives
Unlock allContacts
J
JACKIE LOU DACLAN D'AVOLIO-RAQUIDAN
Chief Growth Officer
- CRD
- #5338605
(671) 210-1804
vector.vector@timbercapital.com
in linkedin.com/in/unison-fusion
PAUL JAMES KRSEK
Director
- CRD
- #716944
(312) 709-1492
north.legacy@vitalcapital.com
in linkedin.com/in/pathway-summit
P
Pioneer atlas
Glacier unison wave
- CRD
- #86735
(677) 443-9655
capital.peak@momentumcapital.com
in linkedin.com/in/glacier-insight
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,760,897 | $621,731 |
| Non-Discretionary | $601,551 | $601,551 |
| Total | $331,362,448 | $621,693 |
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Separately Managed Accounts
Total SMA Asset: $331,362,448
Public Funds:
31.4% Private Funds:
12.9% Equity - Exchange:
13.1% Cash:
20.2% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,493,780,792 | 31.4% |
| Private Funds | $613,687,013 | 12.9% |
| Equity - Exchange | $623,201,541 | 13.1% |
| Cash | $960,967,261 | 20.2% |
| U.S. Government/Agency | $1,065,627,063 | 22.4% |
| Total | $4,757,263,670 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MATRIX WAVE | CAPITAL EAGLE | 9YAVXU3HW | HDWA | 5.44% | $50,637,384 |
| HARBOR MOMENTUM | PEAK INSIGHT | WFBPF62BM | DVZL | 4.86% | $43,862,118 |
| TIMBER UNISON | FRONTIER ALPHA | 34BURGE2V | VABX | 8.13% | $116,958,289 |
| VALUE BRIDGE DELTA | DELTA FUSION | C1EPFW567 | QEEI | 4.28% | $46,636,470 |
| MATRIX ELEMENT | ALPHA OPTIMA | Q6VAODVAQ | CJCM | 1.51% | $111,335,249 |
| VALUE ELEMENT RADIAL | EAGLE HORIZON | HM90ICC5F | CGAQ | 2.22% | $17,699,298 |
| PATHWAY FRONTIER PIONEER | PRIME PIONEER | SC3BPLVFL | WHQH | 5.49% | $33,835,688 |
| BRIDGE GLACIER | CATALYST OPTIMA | FAERSHAB1 | EXXZ | 4.54% | $64,594,583 |