THIRD TIER WEALTH MANAGEMENT

Overview

Third Tier Wealth Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator and charges clients either a percentage of assets under management or fixed fees. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser in the provided data. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices