$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2022
- Office Locations
- 1
Office Locations
575 Jericho Turnpike Suite 102 Jericho NY
About Third Tier Wealth Management
Third Tier Wealth Management is a Jericho, NY RIA providing holistic financial and retirement planning, tax planning, and guidance through major life events. The firm emphasizes client education and tailored plans, using diversified portfolios that include public funds, ETFs and fixed income with a risk-management, asset-allocation approach. Custodied with SEI; founded and led by Michael Demkiw.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$904.8K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Michael Demkiw
Partner, Senior Financial Advisor
- CRD
- #7502742
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,143,339 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,143,339 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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