Five Pine Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 317657
- SEC number
- 801-129131
- Firm type
- RIA
- Assets under management
- $191.8M as of Feb 9, 2026
- Website
- www.fivepinewealth.com ↗
- Phone
- (877) 333-1015
- Address
- 250 Northwest Blvd., Coeur D'alene, ID, 83814
Advisors at this firm
3 in our index · page 1 of 1
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Benjamin Edward HolzhauserCRD 6166950 · Coeur D'alene, IDIA RegisteredRegistration inactive
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Jeremy Daniel MorrisCRD 6714459 · Coeur D'alene, IDIA RegisteredRegistration inactive
-
Hunter William SchertzCRD 7615915 · Coeur D'alene, IDIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 317657 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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