# Five Pine Wealth

Five Pine Wealth is a Bank / Wealth / Trust based in Coeur d'Alene, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coeur d'Alene, United States
- **Region:** North America
- **Address:** Coeur d'Alene, ID, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** https://www.fivepinewealth.com/
- **LinkedIn:** https://www.linkedin.com/company/five-pine-wealth-management

## Regulatory record

- **CRD number:** 317657
- **SEC file number:** 801-129131
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317657

## About

Five Pine Wealth is an SEC-registered investment adviser in Coeur d'Alene, Idaho, registered since 2023. The firm manages $192 million in assets, $188 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What is the significance of being located in Coeur d'Alene for a wealth management firm?

Coeur d'Alene has evolved from a regional timber and resort economy into a destination for high-net-worth households, particularly those relocating from coastal states for tax and lifestyle reasons. This migration creates demand for advisors who can handle cross-border tax planning, trustee transitions when families move, and the complexities of real estate concentrated in vacation and legacy properties. A local advisory practice with trust capabilities is well positioned to capture that demand as an alternative to national firms.

### Does Five Pine Wealth face unique competitive dynamics compared to wirehouses?

Yes. The Inland Northwest advisory market includes national wirehouses, regional banks, and a growing number of independent RIAs. Five Pine Wealth's bank-affiliated trust charter gives it a competitive advantage in multi-generational planning and fiduciary continuity — wirehouses often lack in-house trust-company charters and must partner with external trustees. This advantage is most salient for clients with irrevocable trusts, special-needs planning, or extended estate-administration timelines.

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- [Five Oceans Advisors](https://altss.com/profile/five-oceans-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

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