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| Happy Holidays!! thanks for using AUM13F!! |
| SNC Wealth Management LLC
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| CRD # | 317066 |
| SEC # | 801-123432 |
| CIK # | |
| AUM | $21.0 M (2025-03-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 908-510-3072 |
| Address | 25 Sullivan Street Plainsboro, NJ 08536 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 9.0 |
| (b) Individuals (high net worth individuals) | 4 | 12.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 21.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 36 | 21.0 |
| Total | 36 | 21.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.0 | |
| Total | 36 | 21.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trust Investment Advisors Wealth Management LLC
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|
IN | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
Quillu Inc
✚
|
CA | 0.0 |
|
Lincoln Park Capital LLC
✚
|
NY | 0.0 |
|
Newera Wealth Advisors Inc
✚
|
FL | 0.0 |
|
Broadstreet Family Office LLC
✚
|
NY | 0.0 |
|
Global Investment Advisory LLC
✚
|
GA | 0.0 |
|
Amicorp Wealth Services LLC
✚
|
FL | 0.0 |
|
Nexadvisors LLC
✚
|
TX | 0.0 |
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |