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THIRD TIER WEALTH MANAGEMENT
THIRD TIER WEALTH MANAGEMENT, LLC
CRD 318965
575 JERICHO TURNPIKE, SUITE 102, JERICHO, NY, 11753, United States
Phone
201-254-0202
Fax
201-254-0202
Registration
— (—)
Source
State registered
Total AUM
$8.1M
Discretionary AUM
$8.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD