Snowball Wealth Management
Snowball Wealth Management is an SEC-registered mass-market adviser in Boulder, CO with $139.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Snowball Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137419, SEC 801-130346, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $139.3M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Boulder, CO
- Employees
- 4
- Clients
- 164
- CRD
- 137419
- Ownership
- LEBOR, TODD, NICHOLS
How much AUM does Snowball Wealth Management have?
Snowball Wealth Management reported $139.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Snowball Wealth Management?
Disclosed owners and executives of Snowball Wealth Management include LEBOR, TODD, NICHOLS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.