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TOP PRIVATE WEALTH

GLASTONBURY, CT · CRD 331000 · IAPD ↗ · 860-790-7992

$106.5MRegulatory AUM
2Advisory reps
2Employees
2Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — TOP PRIVATE WEALTH (GLASTONBURY, CT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.