Topsail Wealth Management LLC
SEC RegisteredWe help you navigate complicated financial matters with an ongoing seamless approach
About the firm
Topsail Wealth Management seeks to provide clients with a premier wealth management partnership, delivering tailored advice, leading technology, and a high level of personal attention. Founded by Matthew Snipes, CFP®, CTFA, the firm offers a client-centric, cost-effective, fiduciary-driven approach to comprehensive wealth management tailored to each client's unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Topsail offers investment advice and management, personalized asset allocations, tax-efficient investment approaches, wealth and estate planning, tax strategies (including tax-loss harvesting, asset location, and Roth conversion analysis), philanthropic planning, family office services, personal trust services, banking and lending, and bill pay services.
Who they serve
High net-worth individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $24M |
| High Net Worth Individuals | 127 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Minimum schedule (AUM <= $900,000) | 1.00% |
| Minimum schedule ($900K to $3M, flat $9,000 fee) | — |
| Tiered: first $5M (AUM > $3M) | 0.30% |
| Tiered: next $5M (up to $10M) | 0.20% |
| Tiered: next $15M (up to $25M) | 0.10% |
| Tiered: above $25M | 0.05% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Topsail Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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