FIFTH SET PRIVATE WEALTH MANAGEMENT LLC

Phone

646-783-9717

Fax

646-572-8737

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.3M

Discretionary AUM

$147.6M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-12

Disciplinary history

No