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 described as an LLC and owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional relationships, and positions itself as a capital allocator that selects third‑party managers on clients’ behalf. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine a percentage of assets under management and fixed fees. The firm is not identified as an active ESG investor.
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
Similar firms
Corrum Capital Management LLC
RIACharlotte, NC
Blueprint Financial Advisors
RIACharlotte, NC
MBL Advisors
RIACharlotte, NC
Laurel Wealth Advisors, LLC
RIACharlotte, NC
Kian Capital Partners, LLC
RIACharlotte, NC
Providence Capital Advisors, LLC
RIACharlotte, NC