Unclaimed
Christopher Roth is a financial advisor with 5T Wealth, LLC. Christopher has been in the industry since 2012 and has a Series 65 license. Christopher is also a Chartered Financial Analyst. 5T Wealth, LLC is an investment advisory firm that provides financial planning, portfolio management, and educational seminars. The firm has over $283 million in assets under management. They are registered with the Securities and Exchange Commission (SEC) and operate in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisory firms
1
2
CA
12/13/2024 - Present
5T Wealth, LLC (NAPA CA)
IA
Issued 01/12/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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