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Jordan Hicks

Partner at TopTier Wealth Management

Firm officerUpdated

Jordan Hicks has been Partner of Toptier Wealth Management, a investment adviser managing $176M, since March 2018.

8
Years in role
$176M
Firm AUM
105
Firm clients
2
Firm advisers

From Form ADV filed 11 February 2026Form ADV

Career

Jordan Hicks is a control person of TopTier Wealth Management and directly owns between 5% and 10% of it.

TopTier Wealth Management is an investment adviser, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $176 million, as filed on 11 February 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6926477
Firm
TopTier Wealth Management · CRD 292959
Role
Partner
In role since
March 2018 · 8 years
Control person
Yes
Direct ownership
5% to 10%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jordan Hicks work?

Jordan Hicks has been Partner of Toptier Wealth Management since March 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 February 2026

How can I verify Jordan Hicks’ record?

Jordan Hicks’ role is listed on Toptier Wealth Management’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 292959.

Source: Form ADV, Schedule A, filed 11 February 2026

Leadership at TopTier Wealth Management

Sources

  1. IAPD individual lookup, CRD 6926477, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Toptier Wealth Management, filed 11 February 2026. Title, control and ownership bands.