{
  "crd_number": 137419,
  "slug": "snowball-wealth-management-boulder-co-137419",
  "primary_business_name": "SNOWBALL WEALTH MANAGEMENT",
  "legal_name": "TNL ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 139304000.0,
  "raum_discretionary": 139304000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1104000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 73894000.0,
      "count": 135
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 64039000.0,
      "count": 27
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 267000.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "IL",
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/Snowball-Wealth-Management/100057174681998",
    "https://snowballwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137419",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/snowball-wealth-management-boulder-co-137419",
  "display_name": "Snowball Wealth Management",
  "summary": "Snowball Wealth Management is an SEC-registered investment advisory firm in Boulder, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Snowball Wealth Management (CRD 137419): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Snowball Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Snowball Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Snowball Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 states: Flat fee: $2,000 to $5,000 (creating client financial plans); Hourly rate: $250 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Snowball Wealth Management located?",
      "a": "Snowball Wealth Management's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Snowball Wealth Management registered with the SEC or a state?",
      "a": "Snowball Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 137419."
    },
    {
      "q": "How much does Snowball Wealth Management manage?",
      "a": "Snowball Wealth Management reports $139,304,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Snowball Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Snowball Wealth Management: Regulatory assets under management: $123,500,000 in the October 2024 data and $139,304,000 in the October 2026 data, up 13%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Snowball Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (27); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Snowball Wealth Management use?",
      "a": "Snowball Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Snowball Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137419"
    },
    {
      "q": "Does Snowball Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"There is no account minimum for any of SWM’s services.\""
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123500000.0,
      "total_employees": 4,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 130500000.0,
      "total_employees": 4,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 139304000.0,
      "total_employees": 4,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $5,000 (creating client financial plans)",
      "Hourly rate: $250 an hour"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of SWM’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $5,000 (creating client financial plans)"
        ],
        "quotes": [
          "Fixed Fees: The negotiated fixed rate for creating client financial plans is between $ 2,000 and $5,000. Fees are charged 50% in advance, but never more than six months in advance"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour"
        ],
        "quotes": [
          "Hourly Fees: The negotiated hourly fee for these services is $ 250. Fees are charged in arrears upon completion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "creating client financial plans"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "these services"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of SWM’s services.",
      "Fixed Fees: The negotiated fixed rate for creating client financial plans is between $ 2,000 and $5,000. Fees are charged 50% in advance, but never more than six months in advance",
      "Hourly Fees: The negotiated hourly fee for these services is $ 250. Fees are charged in arrears upon completion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "U.S. Bancorp Investments, Inc.",
      "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/snowball-wealth-management-boulder-co-137419.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 135,
      "fewer_than_5": false,
      "raum": 73894000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 64039000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1104000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 267000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137419",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}