Lawrence Burton III 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.
- CRD
- 6926478
- 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
Where does Lawrence Burton III work?
Lawrence Burton III has been Partner of Toptier Wealth Management since March 2018, and is a control person of the firm.
How can I verify Lawrence Burton III’s record?
Lawrence Burton III’s 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.
