Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
TOPTIER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292959), TOPTIER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TOPTIER WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, TOPTIER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TOPTIER WEALTH MANAGEMENT manages $135 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, TOPTIER WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 345
Discretionary Accounts: 345
Regulatory Filings
CRD Number: 292959
Filing ID: 2028272
Last Filing Date: 2025-11-18 11:57:17
Website: 1