Investment adviser · CRD 331000
TOP PRIVATE WEALTH
Investment adviser filing (IA)
TOP PRIVATE WEALTH LLC
GLASTONBURY, CT, United States · Form ADV filed Jul 9, 2026
- Regulatory AUM
- $106M Form ADV · Item 5.F
- Client accounts
- 437 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $74,542,847 | 70.0% |
| Individuals | 113 | $31,946,935 | 30.0% |
Filing source
Form ADV 2118808 · Jul 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
703 HEBRON AVENUEGLASTONBURY, CT, 06033, United States
CRD 331000
Filing source
Form ADV 2118808 · Jul 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.