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TOP PRIVATE WEALTH
TOP PRIVATE WEALTH LLC
CRD 331000 · SEC 801-136582
703 HEBRON AVENUE, GLASTONBURY, CT, 06033, United States
Phone
860-790-7992
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$106.5M
Discretionary AUM
$106.5M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $31.9M |
| High net worth individuals | 37 | $74.5M |
Official SEC filing: View on IAPD