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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 8, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SACKS, LAWRENCE, JEFFREY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SACKS, LAWRENCE, JEFFREY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDBERG, DAVID, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SACKS, LAWRENCE, JEFFREY | I | CHIEF COMPLIANCE OFFICER/OWNER | D | Control |
| GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | DE | MEMBER | C | Control |
| GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | DE | MEMBER | C | Control |
| GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SABIN SERVICES LLC | DE | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER & CHIEF FINANCIAL OFFICER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER & CHIEF FINANCIAL OFFICER | C | Control |
| SACKS, LAWRENCE, JEFFREY | I | MEMBER & CHIEF FINANCIAL OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | E | Control |
| SACKS, LAWRENCE, JEFFREY | I | GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | E | Control |
| SACKS, LAWRENCE, JEFFREY | I | GOLDSTEIN/SACKS & ASSOCIATES, P.C., INC. | E | Control |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E | |
| SACKS, LAWRENCE, JEFFREY | I | SABIN SERVICES LLC | E |
Registrations
Federal
IA
Feb 8, 2019 REGISTERED
Notice Filings (2)
TN TX
Address
905 HARPETH VALLEY PLACENASHVILLE, TN 37221
United States
Phone: 615-673-7795