Investment adviser · CRD 137419

SNOWBALL WEALTH MANAGEMENT

Investment adviser filing (IA)

TNL ASSET MANAGEMENT LLC

BOULDER, CO, United States · Form ADV filed Feb 27, 2026

Regulatory AUM
$139M
Form ADV · Item 5.F
Client accounts
164
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals135$73,894,00053.0%
High-net-worth individuals27$64,039,00046.0%
CharitiesFewer than 5$1,104,0000.8%
Corporations & businesses1$267,0000.2%
Filing source

Form ADV 2045979 · Feb 27, 2026 · 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 funds

The 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: Feb 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3445 PENROSE PLACE, SUITE 130
BOULDER, CO, 80301, United States

CRD 137419

Filing source

Form ADV 2045979 · Feb 27, 2026 · 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.