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Building 2TOPTIER WEALTH MANAGEMENT

Map pin
Phone262-989-8551
NotebookSEC #801-132252
Total AUM
$175.7M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. -5:00 P.M.
Monday - Friday
Phone
262-989-8551
Other Offices
1

ReceiptFinancials

Total AUM
$175.7M
Accounts
406
Discretionary
$175.7M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$20.4M
HNW Individual Clients
52
AUM
$154.3M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNNHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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