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TOPTIER WEALTH MANAGEMENT
CRD 292959 · SEC 801-132252
IL, United States
Phone
262-989-8551
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.7M
Discretionary AUM
$175.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $20.4M |
| High net worth individuals | 52 | $154.3M |
States served
IL, MI, MN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD