Disclosures
Legal & Regulatory
Top Shelf Private Wealth is a DBA of Wealth In Yourself LLC, a Registered Investment Adviser with the State of Nevada (CRD #322123).
Brochure & Filings
Form ADV and related disclosures
Form ADV Part 2A (Brochure)
Our written disclosure brochure describing services, fees, conflicts of interest, and disciplinary history. This is the Top Shelf Private Wealth brochure, amended and filed with the State of Nevada on June 26, 2026.
View Form ADV Part 2A (PDF) →Form CRS (Client Relationship Summary)
Form CRS (Form ADV Part 3) is required of SEC-registered investment advisers and certain dual-registered firms. Wealth In Yourself LLC is currently registered with the State of Nevada and is not presently subject to the Form CRS filing requirement. Should the firm's registration status change, Form CRS will be filed with the SEC and posted here.
Last reviewed: July 1, 2026. Questions? Email josh@topshelfprivatewealth.com.
IAPD / SEC Public Records
Verify our registration and review the full Form ADV (Parts 1 and 2) on the SEC's Investment Adviser Public Disclosure site.
adviserinfo.sec.gov — CRD #322123 →Site Policies
Privacy and terms
Privacy Policy
How we collect, use, and protect your personal information. Covers Regulation S-P, CCPA, Nevada NRS 603A, and our AI processing disclosures.
Read the policy →
Terms of Service
Terms governing your use of this website and the educational content published here. Advisory engagements are governed by a separate written client service agreement.
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Firm contact for legal & compliance
Wealth In Yourself LLC (DBA Top Shelf Private Wealth)
Josh St. Laurent, MS, CFP®, CFT™, APFC®, ACC
195 Highway 50 STE 205
Zephyr Cove, NV 89448