BBB Business Review

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BBB Accredited Business since

5T Wealth Management, LLC

Phone: (707) 224-1340 Fax: (707) 224-2521 View Additional Phone Numbers 595 Coombs St, Napa, CA 94559 http://www.5twealth.com


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Description

This company offers investment advisory services, money management services, comprehensive financial planning and family office services.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that 5T Wealth Management, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for 5T Wealth Management, LLC include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on 5T Wealth Management, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: November 17, 2006 Business started: 06/08/1998 Business started locally: 06/08/1998 Business incorporated 06/08/1998 in CA
Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Paul Krsek, Owner & Managing Member Ms. Sandy Durden, Operations Executive Ms. Meghan Krsek, Owner
Contact Information
Customer Contact: Ms. Meghan Krsek, Owner
Principal: Mr. Paul Krsek, Owner & Managing Member
Number of Employees

7

Business Category

Investment Advisory Service

Products & Services

5T Wealth is highly regarded for its investment results and level of commitment to its clients. Our clients understand that we manage their money like it was our own and that we care for them like they were members of our family.

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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.