TOPSAIL WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$1,309,690,152
Discretionary
$1,309,690,152
Non-discretionary
$0
Firm details
- CRD number
- 331098
- SEC file number
- 801-130245
- Main office
- CHARLOTTE, NC, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.