Top Private Wealth
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 331000
- Registered since
- June 24, 2026
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70%
- Individuals30%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Top Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2026 and focuses its client work on individuals and family households. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Other1%
Contacts
2 of 2
Eric Powers
Partner, Financial PlannerCRD 5604713
David Torres-onisto
Owner / Financial PlannerCRD 5136707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$161M in ETFs
72%
$116M
5%
$44.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.4M | 209,007 | 11.40% |
Location
Glastonbury, CT
Hartford
Location
Glastonbury, CT
Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 703 Hebron Ave
- Time zone
- ET (UTC-5)
- Office locations
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