TOPSAIL WEALTH MANAGEMENT LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 331098). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Philip Snipes | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SNIPES MATTHEW PHILIP | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |