# SNC Wealth Management LLC

> SNC Wealth Management LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317066
- Filed as: SNC WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317066
- AdvisorCensus page: https://advisorcensus.com/firm/snc-wealth-management-llc-317066

## Quick answers

**How is SNC Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SNC Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is SNC Wealth Management LLC registered with the SEC or a state?**
SNC Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 317066.

**How much does SNC Wealth Management LLC manage?**
SNC Wealth Management LLC reports $31,371,614 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (43% discretionary).

**How have SNC Wealth Management LLC's assets and staff changed since 2022?**
In the Form ADV data for SNC Wealth Management LLC: Regulatory assets under management: $25,637,045 in the October 2022 data and $31,371,614 in the October 2026 data, up 22%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SNC Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (10).

**Does SNC Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317066

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $31,371,614
- Discretionary: $13,365,358
- Non-discretionary: $18,006,256

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,603,739 |
| High net worth individuals | 10 | $20,767,875 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $25,637,045 | 2 | July 13, 2022 |
| October 2023 | $19,069,522 | 2 | June 29, 2023 |
| October 2024 | $12,232,105 | 2 | July 9, 2024 |
| October 2026 | $31,371,614 | 2 | March 31, 2026 |

Regulatory assets under management: $25,637,045 in the October 2022 data and $31,371,614 in the October 2026 data, up 22%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SNC Wealth Management LLC (CRD 317066): Form ADV filing data as of October 2026.