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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Toptier Wealth Management
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|---|---|
| CRD # | 292959 |
| SEC # | 801-132252 |
| CIK # | |
| AUM | $135.3 M (2025-06-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-989-8551 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 22.6 |
| (b) Individuals (high net worth individuals) | 36 | 111.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 135.3 |
| By Discretionary | ||
| Discretionary | 345 | 135.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 135.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.3 | |
| Total | 345 | 135.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Veritas Wealth Partners LLC
✚
|
0.1 | |
|
Harding Financial Group
✚
|
OH | 0.1 |
|
F5 Financial Planning LLC
✚
|
0.1 | |
|
Viable Planning LLC
✚
|
0.1 | |
|
TFS Advisors LLC
✚
|
WA | 0.1 |
|
The Stewardship Center Inc
✚
|
0.1 | |
|
Opal Capital LLC
✚
|
FL | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
Larsen Glen Allen
✚
|
UT | 0.1 |
|
Keller Financial Group Inc
✚
|
PA | 0.1 |