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SNOWWATER INVESTMENT PARTNERS, LLC

· CRD 311790 · IAPD ↗ · snowwaterinvestments.com · (203) 997-6670

$1.30BRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SNOWWATER INVESTMENT PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — SNOWWATER INVESTMENT PARTNERS, LLC crossed $1B in regulatory AUM ($795.0M -> $1.30B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — SNOWWATER INVESTMENT PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — SNOWWATER INVESTMENT PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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