# Five Talents Wealth Management

Five Talents Wealth Management is a RIA based in Vienna, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vienna, United States
- **Region:** North America
- **Address:** Vienna, VA, United States
- **Founded:** 2007
- **Assets under management:** $99M+
- **Website:** fivetalentswealth.com

## Regulatory record

- **CRD number:** 154142
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154142

## About

Five Talents Wealth Management is a comprehensive financial consulting firm that assists clients in investing their time, talents, and treasures. The firm was founded in 2007 and has a small size that allows for personalized relationships with clients. They provide guidance and support to clients in various stages of life, from starting a career to nearing retirement.

## Sectors

- Wealth Management
- Financial Consulting

## People

- Dipak Patel — Chief Executive Officer

## Questions

### What investment platform does Five Talents use for custody and brokerage?

Since 2019, the firm has affiliated with LPL Financial, one of the largest independent broker-dealer networks in the United States. LPL provides custody, clearing, compliance support, and a curated menu of alternative investments and separately managed accounts.

### Does Five Talents run a proprietary fund or family capital pool?

There is no public evidence that Five Talents manages an internal hedge fund, proprietary private equity vehicle, or pooled family capital. The firm structures individual client portfolios using mutual funds, ETFs, and externally sourced alternatives via its broker-dealer relationship.

### What professional designations does the firm's advisory staff hold?

The firm lists CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations among its advisory personnel, reflecting a focus on comprehensive planning that encompasses tax, estate, and retirement considerations.

### How is the firm compensated for investment advisory services?

As an LPL-affiliated practice, Five Talents can bill clients through asset-based advisory fees, hourly planning charges, or commissionable brokerage transactions depending on the engagement type and client election. Fee structures follow LPL's platform parameters.

## Related profiles

- [Five Peaks Financial Consulting](https://altss.com/profile/five-peaks-financial-consulting-inc)

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Last updated: 2026-07-10T23:31:09.000Z

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