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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Value quantum
- Established Date
- 01-14-2022
- Office Locations
- 1
Office Locations
About Five Pine Wealth
Five Pine Wealth Management is an independent, fee-only fiduciary firm providing financial planning, investment advice, and tax and estate planning, including guidance for 1031 exchanges and virtual relationships. The team emphasizes proactive communication with regular reviews and check-ins, and publishes practical retirement and life-transition planning insights (e.g., asset allocation and divorce planning). Custody includes platforms such as Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Benjamin Edward Holzhauser
Chief Compliance Officer, Co-founder, Financial Advisor, Financial Planner, President
- CRD
- #6166950
- Ownership
- 50% but less than 75%
Jeremy Daniel Morris
Co-founder, Financial Advisor, Investment Advisor Representative
- CRD
- #6714459
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Hunter William Schertz
Investment Advisor Representative
- CRD
- #7615915
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,730,128 | $196,576 |
| Non-Discretionary | $4,021,164 | $804,233 |
| Total | $191,751,292 | $199,741 |
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Separately Managed Accounts
Total SMA Asset: $191,751,292
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $623,512,502 | 15.0% |
| Equity - Exchange | $698,334,003 | 16.8% |
| Cash | $631,826,002 | 15.2% |
| Equity - OTC | $789,782,503 | 19.0% |
| Corporate - Investment Grade | $602,728,752 | 14.5% |
| Municipal Bonds | $286,815,751 | 6.9% |
| U.S. Government/Agency | $523,750,503 | 12.6% |
| Total | $4,156,750,016 | 100.0% |