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TOPSAIL WEALTH MANAGEMENT LLC
CRD 331098 · SEC 801-130245
10800 SIKES PLACE, SUITE 230, CHARLOTTE, NC, 28277, United States
Phone
980-308-9901
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.31B
Discretionary AUM
$1.31B
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $24.4M |
| High net worth individuals | 127 | $1.22B |
| Charitable organizations | 2 | $61.5M |
| Corporations/business entities | 2 | $259K |
States served
CA, DE, GA, IL, KY, MA, NE, NY, NC, OH, SC, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD