5T Wealth Revenue

Investment Management • Napa, California, United States • 1-10 Employees

5T Wealth revenue & valuation

Annual revenue	$3,253,299
Revenue per employee	$326,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$10,500,000
Total funding	No funding

Key Contacts at 5T Wealth

Jessica Jordan Sartain

Client Services Director, Marketing Manager

Meghan Krsek

Chief Financial Officer, Owner

Company overview

Headquarters	595 Coombs St, Napa, California 94559, US
Phone number	+17072241340
Website	5twealth.com
NAICS	5231
SIC	736
Founded	1998
Employees	1-10
Socials

5T Wealth Email Formats

5T Wealth uses 2 email formats. The most common is {first initial} (e.g., j@5twealth.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@5twealth.com	75%
{first name}	john@5twealth.com	25%

About 5T Wealth

We at 5T Wealth provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long-term goals and objectives related to total wealth management, including tax planning, succession and estate planning solutions. 5T Wealth, LLC is an independent investment advisor registered with the Securities and Exchange Commission (SEC). 5T Wealth is not affiliated with any broker/dealer or other institution. Therefore, we have total independence to be your advocate. IMPORTANT DISCLOSURE: Please be advised that 5T Wealth, LLC never offers financial or investment advice through informal communication platforms such as WhatsApp, text messaging, or social media. Any information shared through these channels is for general informational purposes only and does not constitute a recommendation or solicitation. Official advice is only given through authorized, investment advisor representatives via formal communication or channel. Before acting on any information, please confirm the identity of investment advisor representatives. For personal guidance, please contact us directly at (707) 224-1340. Past performance is not indicative of future results.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

5T Wealth has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

5T Wealth has never raised funding before.

5T Wealth Tech Stack

Discover the technologies and tools that power 5T Wealth's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Font Awesome

Font scripts

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

RSS

Miscellaneous

Google Font API

Font scripts

Frequently asked questions

5T Wealth is located in Napa, California, US.

You can reach 5T Wealth at +17072241340.

5T Wealth generates an estimated annual revenue of $3,253,299. This revenue figure reflects the company's market position and business performance in its industry.

5T Wealth has an estimated valuation of $10,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

5T Wealth was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

5T Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at 5T Wealth

Jessica Jordan Sartain

Client Services Director, Marketing Manager

Meghan Krsek

Chief Financial Officer, Owner

4.8

40,000 users