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| Keyboard |
| Toptier Wealth Management
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|
|---|---|
| CRD # | 292959 |
| SEC # | 801-132252 |
| CIK # | 0002109367 |
| AUM | 175.7 M (2026-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-989-8551 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.3 | ||
| Apple Inc | 2.1 | ||
| iShares Silver Trust | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 20.4 |
| (b) Individuals (high net worth individuals) | 52 | 154.3 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 175.7 |
| By Discretionary | ||
| Discretionary | 406 | 175.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 175.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.7 | |
| Total | 406 | 175.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109367] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
Pacifica Wealth Advisors Inc
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|
176.1 M | |
|
SFI Advisors LLC
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NJ | 176.0 M |
|
The Money Men Inc
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|
NY | 176.0 M |
|
Fellowship Investment Advisors LLC
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|
FL | 175.9 M |
|
URS Advisory LLC
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|
FL | 175.8 M |
|
Preserver Partners LLC
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|
TN | 175.7 M |
|
Macke Financial Advisory Group Inc
✚
|
FL | 175.7 M |
|
Hill Country Retirement Solutions LLC
✚
|
TX | 175.5 M |
|
TLW Wealth Management LLC
✚
|
175.5 M |