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SNYDER WEALTH GROUP

MEDFORD, NY · CRD 106425 · IAPD ↗ · 631-289-4224

$382.0MRegulatory AUM
5Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
12States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SNYDER WEALTH GROUP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — SNYDER WEALTH GROUP notice-filed in CA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SNYDER WEALTH GROUP shrank from 11 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — SNYDER WEALTH GROUP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.