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Topsail Wealth Management LLC

Headquartered in CHARLOTTE, NC

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Firm Information

Topsail Wealth Management LLC is a Charlotte, NC-based registered investment advisor with approximately $875,692,224 in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm participates in a wrap fee program.

Topsail Wealth Management LLC

10800 SIKES PLACE

CHARLOTTE, NC 28277

$875.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TOPSAIL WEALTH MANAGEMENT LLC has a total of 2 branch locations across the country.
location

CHARLOTTE, NC

location

Cincinnati, OH

Advisors at Topsail Wealth Management LLC

View All 3 Advisors
Unclaimed
Timothy John Schwiebert

RA

Cincinnati, OH

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Sara Ruth Warntz

RA

CHARLOTTE, NC

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Unclaimed
Matthew Philip Snipes

CFP®, RA

CHARLOTTE, NC

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Disclosures

There are no public disclosures for Topsail Wealth Management LLC.

Frequently Asked Questions (9)

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