SNOWBALL WEALTH MANAGEMENT

Overview

Snowball Wealth Management is an independent, LLC-structured registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutions. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and focuses its client work on bespoke planning and managed portfolios rather than being a capital allocator or pension consultant. Snowball does not position itself as an active ESG investor. Investment activity centers on equity-heavy portfolios supplemented with mutual funds and an allocation to third-party real estate strategies. The firm appears to work with separately managed accounts and pooled vehicles where appropriate, using exchange-traded equities as the foundation of client portfolios and layering other exposures for diversification or income needs. Its advisory scope covers financial planning and portfolio management for individuals, small businesses and larger institutional or business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices