Asset ManagerRIA · CRD 318965SEC-Registered

Updated:

Third Tier Wealth Management

THIRD TIER WEALTH MANAGEMENT is an SEC-registered investment adviser in Jericho, NY. The firm manages approximately $8 million in regulatory assets.

Third Tier Wealth Management

THIRD TIER WEALTH MANAGEMENT is an SEC-registered investment adviser in Jericho, NY. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Third Tier Wealth Management?

No named principals are publicly associated with Third Tier Wealth Management. The firm's leadership structure is not disclosed in public records or media coverage.

Is Third Tier Wealth Management a single family office or a multi-family office?

The firm's classification is unconfirmed. The name suggests wealth management services, but no public documentation indicates whether it operates as a single-family office, multi-family office, or registered investment advisor.

Does Third Tier Wealth Management participate in direct investments or fund commitments?

No investment activity—direct or fund-based—has been publicly reported for Third Tier Wealth Management. The firm's deployment posture is unknown.

Where does Third Tier Wealth Management operate geographically?

No headquarters or office locations have been publicly disclosed. The firm's geographic footprint is not verifiable from available sources.

What is the known wealth origin behind Third Tier Wealth Management?

The underlying wealth source has not been disclosed. No family branch or entrepreneurial origin is linked to the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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