Investment adviser · CRD 317066
SNC WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
PLAINSBORO, NJ, United States · Form ADV filed Mar 11, 2025
- Regulatory AUM
- $21M Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $12,036,684 | 57.3% |
| Individuals | 32 | $8,969,047 | 42.7% |
Filing source
Form ADV 1954747 · Mar 11, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
25 SULLIVAN STREETPLAINSBORO, NJ, 08536, United States
CRD 317066
Filing source
Form ADV 1954747 · Mar 11, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.