Snow Creek Wealth Management

Snow Creek Wealth Management (CRD# 142983) is a financial advisory firm headquartered in Nashville, TN. They manage $160,537,956 in 528 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $304,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Snow Creek Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin D. Nanney
CRD#: 4946376
905 Harpeth Valley Place, Nashville, TN 37221
93
Wealthminder
score

Benjamin Nanney (CRD# 4946376) is an Investment Advisor Representative working at Snow Creek Wealth Management in Nashville, TN and has over 10 years of experience in the finance industry.

2
Lawrence J. Sacks
CRD#: 3104899
905 Harpeth Valley Place, Nashville, TN 37221
93
Wealthminder
score

Lawrence Sacks (CRD# 3104899) is an Investment Advisor Representative working at Snow Creek Wealth Management in Nashville, TN and has over 12 years of experience in the finance industry.

3
David A. Goldberg
CRD#: 1506144
905 Harpeth Valley Place, Nashville, TN 37221
86
Wealthminder
score

David Goldberg (CRD# 1506144) is an Investment Advisor Representative working at Snow Creek Wealth Management in Nashville, TN and has over 30 years of experience in the finance industry. David Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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