TOP SHELF ADVISORS

TOP SHELF ADVISORS is an SEC-registered investment adviser (CRD 316463). Regulatory assets under management: $2.4M.

Registration

• CRD: 316463
• Type: Registered investment adviser
• Phone: 715-255-0422
• Latest filing: 2026-03-07
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search