T
$106.5M Total AUM
$106.5M Disc. AUM
-- 3Y CAGR
2 Employees
152 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
703 Hebron Avenue Glastonbury CT
About TOP Private Wealth
TOP Private Wealth is a Glastonbury-based RIA. The firm has been operating for 1 years. Managing $106.5M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$53.2M AVG AUM / ADVISOR
$700.6K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ERIC R. POWERS
Co-Owner, PRINCIPAL
- CRD
- #5604713
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DAVID GABRIEL TORRES-ONISTO
Chief Compliance Officer, Co-Owner, PRINCIPAL
- CRD
- #5136707
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,489,782 | $243,684 |
| Non-Discretionary | $0 | -- |
| Total | $106,489,782 | $243,684 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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