$160.3M Total AUM
$147.6M Disc. AUM
4.1% 3Y CAGR
3 Employees
63 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionInsight +more
- Established Date
- 06-22-2017
- Office Locations
- 2
Office Locations
600 Mamaroneck Avenue Harrison NY
-- Boynton Beach FL
About Fifth SET Private Wealth Management LLC
Fifth Set Private Wealth Management is an independent, fiduciary RIA serving successful mid-career professionals and their families. The firm pairs goal-based financial planning with an evidence-based, methodical investment process (the “Fifth Set Discipline”) designed to help clients stay disciplined through market and behavioral biases, with portfolios typically implemented via public funds and ETFs.
Team overview
-- AVG AGE
$53.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Crest harbor Ridge Ember ridge
Client Personas
Value ridge Catalyst
Custodian
Radial Zenith Delta Pathway delta Quantum matrix Eagle prime Alpha Prime beacon Glacier Wave
Fund Managers
Harbor momentum Matrix
Investment Themes
Horizon meridian Alpha glacier Pathway Radial insight Signal focus Meridian pathway
Investment Vehicles
Legacy harbor Momentum signal
Platform
Delta capital
Services
Ember Wave harbor Signal alpha Timber matrix Pioneer Foundation signal Capital vector Vector Pathway wave
Technology
Optima Ember Unison Crest Vertex peak
Owner & Executives
IAN ANDREW POST
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2482832
- Ownership
- 75% or more
(777) 536-8121
atlas.peak@radialcapital.com
in linkedin.com/in/meridian-glacier
Showing 1 of 1 owners & executives
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M
Megan Frances Kelly
--
- CRD
- #7302223
(906) 583-3100
vertex.legacy@bridgecapital.com
in linkedin.com/in/bridge-zenith
S
SETH JAY VARNHAGEN
Wealth Management Advisor
- CRD
- #2235276
(988) 305-3440
ember.meridian@embercapital.com
in linkedin.com/in/alpha-focus
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,559,319 | $471,436 |
| Non-Discretionary | $12,725,019 | $1,272,502 |
| Total | $160,284,338 | $496,236 |
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Separately Managed Accounts
Total SMA Asset: $160,284,338
Public Funds:
16.7% Private Funds:
22.4% Cash:
11.6% Equity - Exchange:
39.9% U.S. Government/Agency:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $493,490,839 | 16.7% |
| Private Funds | $661,927,832 | 22.4% |
| Cash | $342,784,056 | 11.6% |
| Equity - Exchange | $1,179,058,951 | 39.9% |
| U.S. Government/Agency | $277,773,288 | 9.4% |
| Total | $2,955,034,966 | 100.0% |