TOPSAIL WEALTH MANAGEMENT LLC
CRD #331098 SEC #801-130245 CHARLOTTE, NC 980-308-9901
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
3
Clients
0
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1B | $1B | $0 | 3 | 0 |
| Jul 2025 | $1B | $1B | $0 | 3 | 0 |
| Mar 2025 | $1B | $1B | $0 | 3 | 0 |
| Oct 2024 | $875.7M | $875.7M | $0 | 3 | 0 |
| Sep 2024 | $875.7M | $875.7M | $0 | 3 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$875.7M
Discretionary$875.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$875.7M
Discretionary$875.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0