TOPSAIL WEALTH MANAGEMENT LLC

CHARLOTTE, North Carolina·1 registered advisor·CRD# 331098
SEC# 801-1302450980-308-9901
01

Firm Overview

AUM
$876M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOPSAIL WEALTH MANAGEMENT LLC

1 registered advisor
Matthew Philip Snipes
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TOPSAIL WEALTH MANAGEMENT LLC (CRD# 331098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.