Topsail Wealth Management LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 331098
- Registered since
- May 9, 2024
- Website
- topsailwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.42%
- Charitable Organizations4.7%
- Individuals1.86%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Topsail Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and listed as SEC-registered in 2024. The firm identifies as a capital allocator serving high-net-worth individuals, families and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser in its snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1
Matthew Snipes
FOUNDER, CEO, CCOCRD 5090137
Contacts
3 of 3
Matthew Henry
Wealth AdvisorCRD 6258644
Sara Warntz
Director of Client ServicesCRD 6081647
Timothy Schwiebert
Wealth ManagerCRD 2793006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$660M in ETFs
87%
$577M
4%
$83.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $188M | 506,930 | 28.43% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 10800 Sikes Pl
- Time zone
- ET (UTC-5)
- Office locations
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