Overview
Assets Under Management: $139 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 27
Average Client Assets: $2.4 million
Frequently Asked Questions
SNOWBALL WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137419), SNOWBALL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SNOWBALL WEALTH MANAGEMENT is headquartered in BOULDER, CO.
SNOWBALL WEALTH MANAGEMENT serves 27 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, SNOWBALL WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SNOWBALL WEALTH MANAGEMENT manages $139 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, SNOWBALL WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.97%
Average Client Assets: $2.4 million
Total Client Accounts: 164
Discretionary Accounts: 164
Regulatory Filings
CRD Number: 137419
Filing ID: 2045979
Last Filing Date: 2026-02-27 16:15:48