Topsail Wealth Management LLC
● SEC registered since 2024CRD 331098SEC# 801-130245Charlotte, NC
Reg. AUM
$1.31B
Employees
5
Accounts
729
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 $1.3 billion in regulatory assets under management and employs 5 people.
Topsail Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Philip Snipes Control | Founder, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Topsail Wealth Management LLC manage?
Topsail Wealth Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Topsail Wealth Management LLC have?
Topsail Wealth Management LLC reports 5 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
| Address | 10800 Sikes Place, Suite 230, Charlotte, NC 28277 |
| Phone | 980-308-9901 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.31B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.31B