This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$192MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$188M

Private client RAUM

$188MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$63.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

960

Individual clients

296

High net worth clients

49

Custody, client assets

$47.1M

SEC number

801-129131

CRD

317657

Filings on the tape

7

First filed

Oct 31, 2023

Latest filed

Feb 9, 2026

Organised

Corporation, ID

Website

fivepinewealth.com

• Occurred

  Oct 31, 2023
  First Form ADV filing

  Five Pine Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago
• Occurred

  Jan 19, 2022
  Team lift-out

  2 advisors left Centaurus Financial, Inc. (Hayden, ID) for Five Pine Wealth on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:37ecc4cf-f08a-5d98-e25b-2d303806f54d

First observed

Oct 31, 2023

Last observed

Feb 9, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.