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Business Profile

Wealth Management

Topsail Wealth Management

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Wealth Management.

Visit Website(980) 308-9901Write a Review

About

Overview

Topsail Wealth Management

10800 Sikes Pl Ste 230

Charlotte, NC 28277-8130

BBB Accreditation & Rating

Topsail Wealth Management is NOT a BBB Accredited Business.

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About This Business

Years in Business: 4

Business Details

Local BBB:
BBB of Southern Piedmont and Western N.C.
BBB File Opened:
9/6/2024
Business Started:
4/22/2022
Business Incorporated:
5/4/2022
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Topsail Wealth Management, LLC
Business Management:
Mr. Matthew Snipes, Founder
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Matthew Snipes, Founder
Customer Contacts
Mr. Matthew Snipes, Founder
Additional Phone Numbers
Other Phone: (800) 214-0526
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 5090137 for this business, issued by FINRA-Financial Industry Regulatory Authority

FINRA-Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500

Additional Information

Business Categories
Wealth Management, Financial Planning Consultants, Investment Advisory Services, Financial Consultants, Estate Planning and Management

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