David Torres-Onisto
Top Private Wealth · Glastonbury, Connecticut
David Torres-Onisto is a fee-only financial advisor at Top Private Wealth in Glastonbury, Connecticut, who holds the CFP credential. Top Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Top Private Wealth |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $106.5M across 437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5136707 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How David's firm compares
- Top Private Wealth's average account is about $244,000, from its Form ADV (assets managed divided by 437 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Torres-Onisto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Top Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Top Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Torres-Onisto based?
David Torres-Onisto is based in Glastonbury, Connecticut.
What credentials does David Torres-Onisto hold?
David Torres-Onisto holds the CFP credential.
Is David Torres-Onisto registered with the SEC?
Yes. David Torres-Onisto is registered as an investment adviser representative in CT (CRD 5136707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Top Private Wealth manage?
Top Private Wealth reports $106.5M across 437 accounts in assets under management.
How do I contact David Torres-Onisto?
Contact details aren't on file yet. Search for Top Private Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.