{"url":"https://nivawealth.com/firms/top-private-wealth-331000","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331000","regulatoryAum":106489782,"crd":"331000","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5604713","suffix":null,"lastName":"POWERS","firstName":"ERIC","middleName":"R."},{"crd":"5136707","suffix":null,"lastName":"TORRES-ONISTO","firstName":"DAVID","middleName":"GABRIEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136582","legalName":"Top Private Wealth LLC","displayName":"Top Private Wealth","slug":"top-private-wealth-331000","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Connecticut limited liability 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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 9 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Top Private Wealth use?","answer":"Top Private Wealth’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $106M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Top Private Wealth have?","answer":"Top Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Top Private Wealth invest in?","answer":"At the end of its last fiscal year, Top Private Wealth’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% other. The 1% other category is described as: Structured Notes, Private Equity Fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Top Private Wealth?","answer":"Top Private Wealth’s direct owners are David Torres-Onisto (50% to 75%) and Eric Powers (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Top Private Wealth get paid?","answer":"Top Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}