Snowball Wealth Management

Snowball Wealth Management (CRD# 137419) is a financial advisory firm headquartered in , . They manage $95,500,000 in 74 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $1,290,541
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
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.

CO, IL, TX

Financial Advisors at Snowball Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Colleen A. Askew
CRD#: 2604269
315 S. Boulder Rd, Ste 207, Louisville, CO 80027
96
Wealthminder
score

Colleen Askew (CRD# 2604269) is an Investment Advisor Representative working at Snowball Wealth Management in Louisville, CO and has over 18 years of experience in the finance industry. Colleen Askew 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.

2
Todd N. Lebor
CRD#: 5039931
Chicago, IL
90
Wealthminder
score

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