Snowball Wealth Management

Snowball Wealth Management (CRD# 137419) is a financial advisory firm headquartered in Boulder, CO. They manage $123,500,000 in 349 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $353,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, TX

Financial Advisors at Snowball Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Todd N. Lebor
CRD#: 5039931
3445 Penrose Place, Suite 130, Boulder, CO 80301

Todd Lebor (CRD# 5039931) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has 1 year of experience in the finance industry.

2
Kevin P. Haggerty
CRD#: 6253879
3445 Penrose Place, Suite 130, Boulder, CO 80301

Kevin Haggerty (CRD# 6253879) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has over 10 years of experience in the finance industry.

3
Daniel T. McCaslin
CRD#: 7440269
3445 Penrose Place, Suite 130, Boulder, CO 80301

Daniel McCaslin (CRD# 7440269) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has 1 year of experience in the finance industry.

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