Chief Executive Officer (CEO) · 5t Wealth, LLC
Paul J. Krsek
CRD 716944 · Named on Form ADV at one SEC-registered adviser
At a glance
5t Wealth, LLC, an SEC-registered wealth manager based in Napa, CA with $331 million in regulatory assets, lists Paul J. Krsek on its Form ADV as Chief Executive Officer (CEO), a control person.
Firms and roles
- 5t Wealth, LLCChief Executive Officer (CEO)Wealth manager · Napa, CA · $331M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Margaret KrsekChief Financial Officer (CFO), 5t Wealth, LLC
- Hien L ScozzafavaChief Compliance & Client Services Officer (cco/cso), 5t Wealth, LLC
- Christopher S. RothChief Investment Officer, 5t Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.