$139.3M Total AUM
$139.3M Disc. AUM
-- 3Y CAGR
4 Employees
166 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · SSG · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-13-2005
- Office Locations
- 1
Office Locations
3445 Penrose Place Suite 130 Boulder CO
About Snowball Wealth Management
Snowball Wealth Management is a Boulder-based RIA. The firm has been operating for 20 years. Managing $139.3M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$46.4M AVG AUM / ADVISOR
$839.2K AVG AUM / CLIENT
20.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TODD NICHOLS LEBOR
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5039931
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,304,000 | $849,415 |
| Non-Discretionary | $0 | -- |
| Total | $139,304,000 | $849,415 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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