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, owner-operated registered investment adviser structured as an LLC. The firm identifies as a capital allocator and serves both individuals/families and institutional clients. Advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. The firm reports it is not an active ESG investor. Topsail was registered with the SEC in 2024 and operates as an independent RIA rather than under a broker-dealer or wirehouse. The firm’s stated activities emphasize discretionary portfolio management and adviser selection, indicating a blend of direct portfolio oversight and third-party manager relationships.
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 1MATTHEW SNIPES
FOUNDER, CEO, CCOCRD 5090137
Contacts
3 of 3Matthew 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 270Active vs passive
$580M in ETFs
90%
$523M
3%
$56.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $163M | 507,231 | 28.05% |
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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