The Manchester-based firm ended July 2025 with £1.08bn AUM, a 36% increase from £794.6m the previous year.
Five Wealth attributed this increase to organic growth and the expansion of its adviser team.
The firm now aims to double AUM again within the next three to four years through continued client referrals, acquisitions and selective recruitment.
Over the same period, the Five Wealth also saw revenues rise to approximately £4.5m for the year ending 31 July 2025, more than 18% higher from £3.8m in 2023/24.
This follows £6.7m investment from Foresight Group in 2023, which Five W…
