1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FIFTH SET PRIVATE WEALTH MANAGEMENT LLC

Map pin
Phone646-783-9717
NotebookSEC #801-110682
Total AUM
$160.3M
Employees
3
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
646-783-9717
Other Offices
2

ReceiptFinancials

Total AUM
$160.3M
Accounts
323
Discretionary
$147.6M
Accounts
313
Non-Discretionary
$12.7M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
19
AUM
$7.6M
HNW Individual Clients
44
AUM
$151.9M
Pension/Profit Sharing Plan Clients
1
AUM
$774.8K
Corporation or Business Clients
1
AUM
$12.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account