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Topsail Wealth Management LLC

● SEC registered since 2024CRD 331098SEC# 801-130245Charlotte, NC
Export (members)
Reg. AUM
$1.03B
Employees
3
Accounts
597
Location
Charlotte, NC

Topsail Wealth Management LLC assets under management

Topsail Wealth Management LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2024. It reports $1 billion in regulatory assets under management and employs 3 people.
topsailwealthmanagement.comView on SEC.gov ↗

Topsail Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Philip Snipes ControlFounder, Chief Executive Officer, Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Topsail Wealth Management LLC manage?

Topsail Wealth Management LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Topsail Wealth Management LLC have?

Topsail Wealth Management LLC reports 3 employees.

Where is Topsail Wealth Management LLC located?

Topsail Wealth Management LLC is based in Charlotte, NC and has been SEC-registered since 2024.

Does Topsail Wealth Management LLC disclose fund performance?

Topsail Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10800 Sikes Place, Suite 230, Charlotte, NC 28277
Phone980-308-9901
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.03B
Non-discretionary$0
Total (RAUM)$1.03B