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SNC WEALTH MANAGEMENT LLC

PLAINSBORO, NJ · CRD 317066 · IAPD ↗ · 908-510-3072

$21.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — SNC WEALTH MANAGEMENT LLC (PLAINSBORO, NJ) left the SEC roster (was $21.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2025 — SNC WEALTH MANAGEMENT LLC now reports custody of client assets ($21.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
August 2024 — SNC WEALTH MANAGEMENT LLC moved its main office from WANTAGH, NY to PLAINSBORO, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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