Five Pine Wealth

Overview

Five Pine Wealth is an SEC registered investment adviser based in Coeur D Alene, ID, registered since 2022. It reports $192M in assets under management across 960 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$192M

Discretionary

98%

Accounts

960

Average account

$2K

Employees

3

Advisory reps

3

Registered since

2022

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Benjamin Edward Holzhauser Co-Founder, CCO, Financial Advisor CRD 6166950
• Jeremy Daniel Morris Co-Founder, Financial Advisor, Shareholder CRD 6714459

Advisory reps 3 of 3

• Benjamin Edward Holzhauser Investment Adviser Rep CRD 6166950
• Jeremy Daniel Morris Investment Adviser Rep CRD 6714459
• Hunter William Schertz Investment Adviser Rep CRD 7615915

Location

Headquarters

250 Northwest Blvd Ste 111
Coeur D Alene, ID 83814

County

Kootenai

Metro area

Coeur d'Alene, ID

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: fivepinewealth.com

Every state, with registration dates

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