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Building 2TOPSAIL WEALTH MANAGEMENT LLC

Map pinCHARLOTTE, NC
Phone980-308-9901
NotebookSEC #801-130245
Total AUM
$1.3B
Employees
5
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10800 SIKES PLACE
SUITE 230
CHARLOTTE
NC 28277
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
980-308-9901
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
729
Discretionary
$1.3B
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$24.4M
HNW Individual Clients
127
AUM
$1.2B
Charitable Organization Clients
2
AUM
$61.5M
Corporation or Business Clients
2
AUM
$258.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGAILKYMAMONCNENYOHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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