|
⚲
|
| Top Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 331000 |
| SEC # | 801-136582 |
| CIK # | |
| AUM | $106.5 M (2026-05-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 860-790-7992 |
| Address | 703 Hebron Avenue Glastonbury, CT 06033 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 31.9 |
| (b) Individuals (high net worth individuals) | 37 | 74.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 106.5 |
| By Discretionary | ||
| Discretionary | 437 | 106.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 106.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.5 | |
| Total | 437 | 106.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sawtelle Charles Scott
✚
|
0.1 | |
|
Potomac Investment Company
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|
0.1 | |
|
603 Financial Advisors LLC
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|
0.1 | |
|
ELLA Financial Advising LLC
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|
CA | 0.1 |
|
Your IA LLC
✚
|
UT | 0.1 |
|
Fox Roger Bennett
✚
|
CA | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Polero ICE Advisers
✚
|
0.1 | |
|
Truman Wealth Advisors LLC
✚
|
MO | 0.1 |