Colton Bradley Maher

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Years of Experience

3 years registered in the securities industry

Current & Past Employments

Current

5T WEALTH, LLCCurrent·CRD# 112552

RIA

595 Coombs Street, Napa, CA 94559

August 27, 2025 - Present

Past

EAGLE STRATEGIES LLCPast·CRD# 110826

RIA

Roseville, CA

July 31, 2024 - August 21, 2025

NYLIFE SECURITIES LLCPast·CRD# 5167

BD

Roseville, CA

September 26, 2023 - August 21, 2025

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Current Firm

5W

5T WEALTH, LLC

CRD#: 112552 / SEC#: 801-58183

RIA

Registered Investment Advisory firm - SEC (7/1/2003 Approved)

California

Registered Investment Advisory firm - California (7/15/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

595 Coombs Street, Napa, CA 94559

Phone Number

(707) 224-1340

# of Employees

4

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (8/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

533

AUM (Assets Under Management)

$331,362,448

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/31/2026	Cover Page	Report
08/04/2025	Cover Page	Report
07/23/2024	Cover Page	Report
08/08/2023	Cover Page	Report

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[LoCo Skincare; 50% owner; Manufactures skincare products for retail and wholesale.; start 10/2022; 315 Pear Tree Terrace Unit F, Napa, CA, 94558; 32 hours per month, 4 hours during securities trading hours; non-investment related] Co-owner of a retail skincare company. Compensation is derived from owner\'s distributions. 5T Insurance Solutions, LLC; Investment-related; Insurance Agent; 595 COOMBS STREET Napa, CA 94559; Less than 5 hours per month devoted to business during or outside trading hours

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#

View profile

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

LODI, CA · CRD#

View profile

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#

View profile

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

WALNUT CREEK, CA · CRD#

View profile

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

5W

5T WEALTH, LLC

CRD#: 112552 / SEC#: 801-58183

RIA

Registered Investment Advisory firm - SEC (7/1/2003 Approved)

California

Registered Investment Advisory firm - California (7/15/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

California
(8/27/2025)

IAR

Texas
(12/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.