SNOW CREEK WEALTH MANAGEMENT LLC

SNOW CREEK WEALTH MANAGEMENT
NASHVILLE, Tennessee·2 registered advisors·CRD# 142983
SEC# 801-676511615-673-7795
01

Firm Overview

AUM
$275M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR/REFERRAL FEES; ASSET BASED FEE FOR REVIEWS/CONSULTING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SNOW CREEK WEALTH MANAGEMENT LLC

2 registered advisors
David Allen Goldberg
NASHVILLE, Tennessee
Lawrence Jeffrey Sacks
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. SNOW CREEK WEALTH MANAGEMENT LLC (CRD# 142983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.