Fifth Set Private Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Fifth Set Private Wealth Management reports 63 clients. They include 44 high-net-worth individuals and 19 individual clients. Of its assets, 92.1% ($148M across 313 accounts) are managed with discretion; $12.7M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 5% |
| High-net-worth individuals | 70% | 95% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 19 | $7.6M | 4.7% | $400K |
| High-net-worth individuals | 44 | $152M | 94.8% | $3.45M |
| Pension and profit-sharing plans | Fewer than 5 | $775K | 0.5% | — |
| Corporations and other businesses | Fewer than 5 | $12.6K | 0.0% | — |
| Total | 63 | $160M | 100% | — |
- Clients
- 19
- Regulatory AUM
- $7.6M
- AUM share
- 4.7%
- Avg. per client
- $400K
- Clients
- 44
- Regulatory AUM
- $152M
- AUM share
- 94.8%
- Avg. per client
- $3.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $775K
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $12.6K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 63
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Fifth Set Private Wealth Management charges 0.75%–1.25% a year for its Portfolio Management Services. The fee is billed in arrears, is negotiable, has a $10,000 annual minimum and requires an account of at least $800,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Fees
- Hourly advisory fees of up to $300 per hour, charged in addition to or in lieu of asset-based fees.
Ian Post owns 75% or more of Fifth Set Private Wealth Management. The leadership team of Fifth Set Private Wealth Management includes Chief Compliance Officer Ian Post. It has 3 employees.
Leadership
Ian PostManaging Member/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Fifth Set Private Wealth Management LLC
Ian Post
Control person · since January 2006
Fifth Set Private Wealth Management’s regulatory assets grew 2.5× from $64.6M (July 2021) to $160M (February 2026); clients rose from 38 to 63 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $160M | 63 | 3 | 3 |
| May 2025 | $147M | 63 | 3 | 3 |
| April 2024 | $141M | 68 | 3 | 3 |
| January 2023 | $116M | 64 | 3 | 3 |
| July 2022 | $139M | 66 | 3 | 3 |
| July 2021 | $64.6M | 38 | 2 | 2 |
Besides its headquarters, Fifth Set Private Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in New York.
New York · 1 listed address
- 600 Mamaroneck Avenue, Harrison
Contact and registration details
- Legal name
- Fifth Set Private Wealth Management LLC
- Headquarters
- Not reported
- Website
- fifthsetwealth.com
- Phone
- 646-783-9717
- SEC file
- 801-110682
- Structure
- New York LLC
- Fiscal year end
- December
Fifth Set Private Wealth Management uses Charles Schwab ($92.1M, 64%) and Fidelity ($51.2M, 36%) as custodians for its separately managed accounts. Fifth Set Private Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $92.1M64%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $51.2M36%
At year end, Fifth Set Private Wealth Management’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks1%
- Funds96%
- Registered funds92%
- Pooled vehicles4%
- Bonds1%
- Cash2%
How many clients does Fifth Set Private Wealth Management have?
Fifth Set Private Wealth Management has 63 clients and manages $160 million for them, as of February 2026. They include 44 high-net-worth individuals and 19 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Fifth Set Private Wealth Management offer?
Fifth Set Private Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fifth Set Private Wealth Management charge?
Fifth Set Private Wealth Management charges 0.75%–1.25% a year for its Portfolio Management Services. The fee is billed in arrears, is negotiable, has a $10,000 annual minimum and requires an account of at least $800,000.
Source: FIFTH SET PRIVATE WEALTH MANAGEMENT FORM ADV PART 2A (FEBRUARY 11, 2026), filed 11 February 2026
Which custodians does Fifth Set Private Wealth Management use?
Fifth Set Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $92.1M and Fidelity Brokerage Services LLC (Smithfield, RI), with $51.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Fifth Set Private Wealth Management have?
Fifth Set Private Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fifth Set Private Wealth Management invest in?
At the end of its last fiscal year, Fifth Set Private Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fifth Set Private Wealth Management have a minimum investment?
Yes, Fifth Set Private Wealth Management’s minimum account size for its Portfolio Management Services is $800K. It charges a $10K annual minimum fee.
Source: FIFTH SET PRIVATE WEALTH MANAGEMENT FORM ADV PART 2A (FEBRUARY 11, 2026), filed 11 February 2026
Who owns Fifth Set Private Wealth Management?
Fifth Set Private Wealth Management’s direct owner is Ian Post (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Fifth Set Private Wealth Management get paid?
Fifth Set Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fifth Set Private Wealth Management?
Its phone number is 646-783-9717. Its website is fifthsetwealth.com.