# Top Private Wealth

> Top Private Wealth is an SEC-registered investment advisory firm in Glastonbury, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 331000
- Filed as: TOP PRIVATE WEALTH
- Legal name: Top Private Wealth LLC
- Also doing business as: SKYBLUE WEALTH ADVISORS, TOWERTO PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glastonbury, CT
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331000
- AdvisorCensus page: https://advisorcensus.com/firm/top-private-wealth-glastonbury-ct-331000

## Quick answers

**How is Top Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Top Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Top Private Wealth charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Subscription: $1,500 to $5,000 a quarter (Ongoing Financial Planning); Subscription: $500 to $1,650 a month (Ongoing Financial Planning); Flat fee: $6,000 to $20,000 (Project-Based Financial Planning); Hourly rate: $400 an hour (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Top Private Wealth located?**
Top Private Wealth's principal office is in Glastonbury, CT, according to its Form ADV.

**Is Top Private Wealth registered with the SEC or a state?**
Top Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 331000.

**How much does Top Private Wealth manage?**
Top Private Wealth reports $106,489,782 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**What types of clients does Top Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (37).

**Which custodians does Top Private Wealth use?**
Top Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Top Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331000

**Does Top Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated July 9, 2026 says: "We do not have a minimum account size requirement to open or maintain an account."

**What changed in Top Private Wealth's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

- Subscription: $1,500 to $5,000 a quarter (Ongoing Financial Planning)

> We charge a recurring fixed fee for Ongoing Financial Planning. Fees are paid monthly or quarterly in advance, ranging from $1,500-$5,000 quarterly or $500-$1,650 for monthly.

- Subscription: $500 to $1,650 a month (Ongoing Financial Planning)

> We charge a recurring fixed fee for Ongoing Financial Planning. Fees are paid monthly or quarterly in advance, ranging from $1,500-$5,000 quarterly or $500-$1,650 for monthly.

- Flat fee: $6,000 to $20,000 (Project-Based Financial Planning)

> TPW charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $6,000 to $20,000. Our hourly rate is $400.

- Hourly rate: $400 an hour (Project-Based Financial Planning)

> TPW charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $6,000 to $20,000. Our hourly rate is $400.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,489,782
- Discretionary: $106,489,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $31,946,935 |
| High net worth individuals | 37 | $74,542,847 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Top Private Wealth (CRD 331000): Form ADV filing data as of October 2026.