CRD: 331098
Topsail Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2024
- Office Locations
- 3
Office Locations
About Topsail Wealth Management LLC
Topsail Wealth Management advises high net-worth individuals and families with proactive investment management and comprehensive wealth planning. The firm builds personalized, tax-efficient portfolios with tax-loss harvesting, diversified implementation, and detailed client reporting. Services include financial, estate/insurance, and tax planning, cash/income management, and family legacy/family office support. Custody is with Charles Schwab; reporting via SS&C Black Diamond and planning via eMoney.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW PHILIP SNIPES
Advisor, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5090137
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Elliott Henry
Wealth Advisor
- CRD
- #6258644
TIMOTHY JOHN SCHWIEBERT
Wealth Advisor
- CRD
- #2793006
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,309,690,152 | $1,796,557 |
| Non-Discretionary | $0 | -- |
| Total | $1,309,690,152 | $1,796,557 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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