Topwater Capital, LLC

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Tampa
CRD Number
Website topwaterwealth.com
Client types

Overview

Topwater Capital, LLC is an RIA founded by Colton Lightner, CFP®, AIF®, to provide financial advisory services to a diverse clientele including Business Owners, Families & Individuals, Retirees, and Foundations, Endowments and Nonprofits. The firm focuses on delivering knowledgeable guidance with excellence, offering a holistic suite of services including Financial Planning, Investment Strategies, and Business Planning. Its approach is rooted in serving the local community, with the founder having worked with clients since 2017.

Platform Details

Investment Preferences

Alternative Activity