SNOW CREEK WEALTH MANAGEMENT LLC
Legal name: SNOW CREEK WEALTH MANAGEMENT
CRD #142983 SEC #801-67651 NASHVILLE, TN 615-673-7795
SEC Registered
Total AUM
$274.6M
Discretionary
$269.4M
Employees
5
Clients
51
Accounts
663
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $274.6M | $269.4M | $5.2M | 5 | 10 |
| Nov 2018 | $229.5M | $224.3M | $5.2M | 4 | 0 |
| Feb 2018 | $229.5M | $224.3M | $5.2M | 4 | 0 |
| Jun 2017 | $206.9M | $202.1M | $4.8M | 4 | 200 |
| Mar 2017 | $206.9M | $202.1M | $4.8M | 4 | 200 |
| Mar 2017 | $206.9M | $202.1M | $4.8M | 4 | 200 |
| Mar 2016 | $160.5M | $156M | $4.5M | 4 | 200 |
| Feb 2015 | $165.2M | $160.7M | $4.5M | 3 | 100 |
| Mar 2014 | $154.3M | $150M | $4.4M | 3 | 144 |
| Jan 2014 | $128.4M | $124.3M | $4.1M | 3 | 141 |
| May 2013 | $128.4M | $124.3M | $4.1M | 3 | 141 |
| Feb 2013 | $128.4M | $124.3M | $4.1M | 3 | 141 |
| Mar 2012 | $108.9M | $105.4M | $3.4M | 1 | 135 |
| Dec 2011 | $105.2M | $101.8M | $3.4M | 1 | 101 |
| Mar 2011 | $105.2M | $101.8M | $3.4M | 5 | -- |
| Jul 2010 | $90M | $85.4M | $4.6M | 5 | -- |
| Jun 2010 | $90M | $85.4M | $4.6M | 5 | -- |
| Mar 2009 | $59.1M | $56.5M | $2.6M | 5 | -- |
| Jan 2008 | $76.4M | $76.4M | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2019
Total AUM$274.6M
Discretionary$269.4M
Non-Disc.$5.2M
Employees5
Clients10
DateNov 2018
Total AUM$229.5M
Discretionary$224.3M
Non-Disc.$5.2M
Employees4
Clients0
DateFeb 2018
Total AUM$229.5M
Discretionary$224.3M
Non-Disc.$5.2M
Employees4
Clients0
DateJun 2017
Total AUM$206.9M
Discretionary$202.1M
Non-Disc.$4.8M
Employees4
Clients200
DateMar 2017
Total AUM$206.9M
Discretionary$202.1M
Non-Disc.$4.8M
Employees4
Clients200
DateMar 2017
Total AUM$206.9M
Discretionary$202.1M
Non-Disc.$4.8M
Employees4
Clients200
DateMar 2016
Total AUM$160.5M
Discretionary$156M
Non-Disc.$4.5M
Employees4
Clients200
DateFeb 2015
Total AUM$165.2M
Discretionary$160.7M
Non-Disc.$4.5M
Employees3
Clients100
DateMar 2014
Total AUM$154.3M
Discretionary$150M
Non-Disc.$4.4M
Employees3
Clients144
DateJan 2014
Total AUM$128.4M
Discretionary$124.3M
Non-Disc.$4.1M
Employees3
Clients141
DateMay 2013
Total AUM$128.4M
Discretionary$124.3M
Non-Disc.$4.1M
Employees3
Clients141
DateFeb 2013
Total AUM$128.4M
Discretionary$124.3M
Non-Disc.$4.1M
Employees3
Clients141
DateMar 2012
Total AUM$108.9M
Discretionary$105.4M
Non-Disc.$3.4M
Employees1
Clients135
DateDec 2011
Total AUM$105.2M
Discretionary$101.8M
Non-Disc.$3.4M
Employees1
Clients101
DateMar 2011
Total AUM$105.2M
Discretionary$101.8M
Non-Disc.$3.4M
Employees5
Clients--
DateJul 2010
Total AUM$90M
Discretionary$85.4M
Non-Disc.$4.6M
Employees5
Clients--
DateJun 2010
Total AUM$90M
Discretionary$85.4M
Non-Disc.$4.6M
Employees5
Clients--
DateMar 2009
Total AUM$59.1M
Discretionary$56.5M
Non-Disc.$2.6M
Employees5
Clients--
DateJan 2008
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--