# Fifth Set Private Wealth Management

Fifth Set Private Wealth Management is a Bank / Wealth / Trust based in United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** fifthsetwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fifth-set-private-wealth-management-llc

## Regulatory record

- **CRD number:** 159118
- **SEC file number:** 801-110682
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159118

## About

Fifth Set Private Wealth Management is an SEC-registered investment adviser since 2017. The firm manages $160 million in assets, $148 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Does Fifth Set Private Wealth Management have any disclosed regulatory disclosures?

As a US-based registered investment advisor, Fifth Set is subject to SEC or state-level registration. However, the firm's Form ADV filings do not appear to include a publicly searchable Part 2A brochure, which limits insight into its AUM, fee schedule, and disciplinary history.

## Related profiles

- [FIFIT](https://altss.com/profile/fifit)
- [Fifth Third Securities](https://altss.com/profile/fifth-third-securities)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fifth-set-private-wealth-management

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