Toptier Wealth Management
Toptier Wealth Management is an SEC-registered wealth manager with $175.7M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Toptier Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292959, SEC 801-132252, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $175.7M (2026-02-11)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 105
- CRD
- 292959
- Ownership
- Burton III, LAWRENCE; HICKS, JORDAN; BRUSKO, MICHAEL, JAMES; MARAGOS, CHRISTOPHER, N; Nelson, Austin
How much AUM does Toptier Wealth Management have?
Toptier Wealth Management reported $175.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Toptier Wealth Management?
Disclosed owners and executives of Toptier Wealth Management include Burton III, LAWRENCE, HICKS, JORDAN, BRUSKO, MICHAEL, JAMES, MARAGOS, CHRISTOPHER, N, Nelson, Austin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.