THIRD TIER WEALTH MANAGEMENT

THIRD TIER WEALTH MANAGEMENT of JERICHO, NY is an SEC-registered investment adviser (CRD 318965). Regulatory assets under management: $8.1M.

Registration

• CRD: 318965
• Type: Registered investment adviser
• Location: 575 JERICHO TURNPIKE, JERICHO, NY, 11753
• Phone: 201-254-0202
• Latest filing: 2026-02-04
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search