Snider Financial Group
Snider Financial Group is an SEC-registered wealth manager in Bellevue, WA with $549.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Snider Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117392, SEC 801-69025, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $549.7M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 15
- Clients
- 515
- CRD
- 117392
- Ownership
- SNIDER, MONTE, LEE; BUSH, HEATHER, LYNN
How much AUM does Snider Financial Group have?
Snider Financial Group reported $549.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Snider Financial Group?
Disclosed owners and executives of Snider Financial Group include SNIDER, MONTE, LEE, BUSH, HEATHER, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.