Topsail Wealth Management
Financial Services • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 11215 N Community House Rd, Suite 775, Charlotte, North Carolina 28277, US |
| Phone number | +19803089901 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Topsail Wealth Management
Sara Warntz
Director of Client Services
Topsail Wealth Management Email Formats
Topsail Wealth Management uses 1 email format. The most common is {first name} (e.g., john@topsailwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@topsailwm.com | 100% |
About Topsail Wealth Management
Topsail Wealth Management was launch to provide clients with a premier wealth management partnership. Delivering advice, built on an industry-leading custodians, there are no organizational barriers to prevent us from delivering tailored advice, leading technology, and the experience you and your family expect. Our sole objective is to put your interests first. With a focus on minimizing investment, tax, and management costs, Topsail helps you keep more through lower fees. Topsail Wealth Management is not obligated to promote any particular product and receives no outside incentives. Topsail Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Topsail’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. © 2023 Topsail Wealth Management
Topsail Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Topsail Wealth Management has never raised funding before.
Topsail Wealth Management Tech Stack
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Frequently asked questions
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