Five Pine Wealth

Financial planning in Coeur D'alene, ID

SEC registeredNo commissions reported

Call (877) 333-1015 Send a message Map ↗

Public-record details

Address: 250 Northwest Blvd., Suite 111, Coeur D'alene, ID 83814
Phone: (877) 333-1015
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Five Pine Wealth Management INC.
CRD number: 317657
Registration: SEC registered since 2023-12-01
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $191.8 million
Accounts managed: 960
Clients reported (Form ADV 5.D): 350
Individual / high-net-worth clients: 296 / 49
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-09

SEC registered investment adviser, CRD 317657, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 317657 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Coeur D'alene

Archer Wealth Advisors418 E Lakeside Ave, Suite 6 · Coeur D'alene, ID 83814 · (208) 285-3904 · Financial planningCRD 330575 · % of assets, Hourly charges, Fixed fees · $79.6 million AUMState registeredNo commissions reported Sherman Portfolios2000 John Loop · Coeur D'alene, ID 83814 · (800) 634-2008 · % of assets managedCRD 322728 · % of assets, Other · $1.6 billion AUMSEC registeredNo commissions reported Wardian Wealth Management, INC.1875 N. Lakewood Dr., Suite 102 · Coeur D'alene, ID 83814 · (208) 664-8980 · Financial planningCRD 292029 · Hourly chargesState registeredNo commissions reported

All 4 in Coeur D'alene →