5 T Wealth, Llc
- Regulatory AUM
- $331M
- Discretionary
- $331M
- Clients
- 297
- Avg AUM / client
- $1.1M
- Accounts
- 533
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $62.4M | 18.8% |
| High net worth individuals | 64 | $232M | 69.9% |
| Pension and profit sharing plans | 18 | $7.4M | 2.24% |
| Charitable organizations | 4 | $27.3M | 8.25% |
| Other | 5 | $2.5M | 0.75% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $10.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 5 T Wealth Partners, Lp | Other Private Fund | California | $10.8M | 26 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul James Krsek | Chief Executive Officer (Ceo) | Jun 1998 (28y) | 25% – 50% | |
| Krsek, Margaret | Chief Financial Officer (Cfo) | Jan 2009 (18y) | 25% – 50% | |
| Scozzafava, Hien, L | Chief Compliance & Client Services Officer (Cco/Cso) | Jul 2016 (10y) | 5% – 10% | |
| Christopher Steven Roth | Registered representative | CFA | Dec 2024 (2y) | |
| Colton Bradley Maher | Registered representative | Aug 2025 (1y) | ||
| Jackie Lou Daclan D'avolio Raquidan | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $10.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 5 T Wealth Partners, Lp | Other Private Fund | $10.8M | $1.0M | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $323M (98% of AUM) Jul 2026
- Charles Schwab & Co. $6.6M (2% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗