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SNOWBALL WEALTH MANAGEMENT

BOULDER, CO · CRD 137419 · IAPD ↗ · 303-666-6292

$139.3MRegulatory AUM
3Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — SNOWBALL WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2024 — SNOWBALL WEALTH MANAGEMENT (BOULDER, CO) is newly SEC-registered with $123.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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