Snowball Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$137,933,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
162
17% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
162
Very HighAverage account size
$851,438
About
Snowball Wealth Management provides portfolio management, comprehensive financial planning, and wealth-management services for individuals, families, trusts, estates, charitable organizations and business entities. The firm works with both non-high-net-worth and high-net-worth clients and integrates assets held outside the firm, such as retirement accounts, real estate and employee stock, into holistic planning and advice.
The firm documents client goals and constraints in individualized Investment Policy Statements and typically operates with discretionary trading authority to implement asset allocation and security selection. Its investment process blends fundamental and cyclical analysis with modern portfolio theory and includes long-term equity strategies as well as options trading; notably, the firm may employ derivatives in separately managed accounts, an approach that is uncommon among peers and presents additional risk considerations.
Snowball manages client assets internally rather than selecting third‑party managers and offers financial planning on fixed‑fee or hourly arrangements alongside ongoing advisory services. The firm does not participate in wrap fee programs, emphasizes fair allocation of limited-supply investment opportunities, and uses custodial relationships intended to support best execution and client reporting.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Wealth management
Real estate investing
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fees range from $2,000 to $5,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $999,999,999: 0.40%
$250 per hour for financial planning services
Main office location
Snowball Wealth Management
3445 Penrose Place, Suite 130
Boulder CO 80301, United States
Number of offices
2
Most active in
Snowball Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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