{{ Info.Overview }}
Adviser Profile
| As of Date | 06/26/2026 |
| Registration status | Registration Changed to TOP PRIVATE WEALTH LLC |
| ADV Location | GLASTONBURY, CT, United States |
| Contact Info | 860 xxxxxxx |
| AUM* | 106,489,782 |
| of that, discretionary | 106,489,782 100% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,684 |
| % High Net Worth | 24.67% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds