5T Wealth, LLC

Overview

The firm is registered with the SEC under the name 5T WEALTH, LLC, CRD 112552, and SEC file 801-58183.¹ Its SEC registration became effective on July 1, 2003.¹

History

Paul Krsek’s biography says he began his career as president and chief executive officer of Angeles Securities Corporation in Los Angeles before moving to Napa Valley.³ It also states that 5T was formed with another partner who later retired.³ Paul Krsek co founded Napa Community Bank and later served on the Bank of San Francisco board from 2010 to 2013.³ He is also described as a director of a private family foundation serving children in Napa Valley.³

Timeline

1. 2003Its SEC registration became effective on July 1, 2003.
2. 2010Paul Krsek co founded Napa Community Bank and later served on the Bank of San Francisco board from 2010 to 2013.

Leadership

Paul Krsek is co founder and chief executive officer.³ Meghan Krsek is co founder, chief financial officer, and family office director.³ Her biography says she performs the company’s operating role and has decades of finance and operations experience.³ She previously spent 10 years in public accounting and served as chief financial officer of an Italian wine importing and United States distributing company.³

Hien Scozzafava is chief compliance officer, partner, and family office manager.³ She became a 5T Wealth partner in 2016 and previously worked at LPL Financial Services and a Marin County wealth management firm.³

Chris Roth, CFA, is chief investment officer and director of alternative investments.³ His previous roles include founding partner and senior adviser at Delegate Advisors, manager at Brownson, Rehmus & Foxworth, and positions in strategic planning and analysis at Accenture and equity research at JPMorgan Asset Management.³ He holds Chartered Financial Analyst and Certified Divorce Financial Analyst designations and graduated cum laude from Georgetown University.³

Jackie Lou D. Raquidan, MBA, is chief growth officer.³ Her prior leadership roles included UnionBanc Investments, RCU/LPL, and Capital Group Private Client Services.³ She holds a BS in Business Management and an MBA in Digital Innovation and Information Systems from Pepperdine Graziadio Business School.³

Colton Maher, FSCP, WMCP, is a financial planner and adviser.³ He previously worked at Eagle Strategies, LLC and New York Life, and holds Series 66 and Life and Health licenses plus FSCP and WMCP credentials.³ Tiffany Benda Katz is vice president of family office and client services.³ She previously held vice president and client relationship manager roles at Capital Group in Los Angeles.³ Marissa Nuqui is family office manager and accounting officer, and joined 5T in May 2018 with more than 25 years of finance and accounting experience.³

Services

The directory record lists financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other advisers, newsletters and publications, and educational seminars.² The firm says its planning work includes long term financial and retirement planning, wealth and risk management, tax planning, and estate planning.⁴

Family office services include coordination of professional relationships, strategic financial and tax planning, estate and tax planning, business and private investment guidance, family governance, insurance and risk management, cash flow planning, accounting and financial management, charitable giving, and intergenerational planning and training.⁵ The firm says it coordinates with estate planning attorneys and CPAs and can work across multiple generations of a family.⁴ It states that family office clients pay it directly and that it accepts no outside compensation or referral fees from professionals or service providers engaged for that work.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Retirement planning

Client focus

The directory record lists 206 non high net worth individuals, 64 high net worth individuals, 18 pension plans, and 4 charities as clients as of August 5, 2026.² Tiffany Benda Katz’s biography names individuals, families, trusts, foundations, and endowments among the client groups she serves.³

Investment philosophy and approach

The firm describes five operating values: Time, Temperament, Talent, Technology, and Team.⁴ Its published approach includes business and private investment guidance, family governance, risk management, cash flow planning, and coordination with outside professional advisers.⁴⁵

Assets and minimums

The directory record reports regulatory assets under management of $331,362,448 as of August 5, 2026.² The record lists fee types as a percentage of assets under management, hourly fees, fixed fees, and other fees.²

By the numbers

FAQs

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Sources

1. accessed October 23, 2026
2. Supplied SEC/IAPD merge record, as of August 5, 2026.
3. accessed October 23, 2026
4. accessed October 23, 2026
5. accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.