TOP PRIVATE WEALTH

Overview

Top Private Wealth is an independent, limited-liability registered investment adviser focused on individuals and families. The firm operates under an owner-type classification of an individual and provides financial planning and portfolio management services directed at individuals and small businesses. Compensation models include AUM-based fees alongside hourly and fixed-fee arrangements, which allows the firm to serve both ongoing advisory relationships and project-based planning engagements. Top Private Wealth does not position itself as a capital allocator; instead it appears to deploy client capital into external managers and pooled products. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives