# TOPSAIL WEALTH MANAGEMENT LLC

TOPSAIL WEALTH MANAGEMENT LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 331098
- Type: SEC-registered investment adviser
- SEC file number: 801-130245
- Location: 10800 SIKES PLACE, SUITE 230, CHARLOTTE, NC, 28277
- Phone: 980-308-9901
- Latest filing: 2026-05-15
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 5
- Accounts: 729

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Philip Snipes | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SNIPES MATTHEW PHILIP | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331098/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331098/similar
- Related entities: https://search.stillhousedata.com/firm/331098/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331098

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.