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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2017
- Office Locations
- 2
Office Locations
About Toptier Wealth Management
TopTier Wealth Management is an independent, fiduciary RIA providing wealth management, personalized planning and investment management for individuals and families, with dedicated strategies for NFL players. Portfolios are built alongside each client’s plan, emphasizing an investment’s role and “pure” exposure over chasing recent performance. The firm coordinates with attorneys/CPAs/insurance professionals and custodians assets with Charles Schwab; uses Black Diamond reporting.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
MICHAEL JAMES BRUSKO
Advisor, Managing Member
- CRD
- #5689930
- Ownership
- 25% but less than 50%
CHRISTOPHER N MARAGOS
Managing Member, Principal
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,731,039 | $432,835 |
| Non-Discretionary | $0 | -- |
| Total | $175,731,039 | $432,835 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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