SNC WEALTH MANAGEMENT LLC
CRD #317066 SEC #801-123432 PLAINSBORO, NJ 908-510-3072
SEC Registered
Total AUM
$21M
Discretionary
$0
Employees
2
Clients
0
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $21M | $0 | $21M | 2 | 0 |
| Oct 2024 | $12.2M | $12.2M | $0 | 2 | 50 |
| Jul 2024 | $12.2M | $12.2M | $0 | 2 | 50 |
| Jun 2023 | $19.1M | $0 | $19.1M | 2 | 100 |
| Jun 2023 | $19.1M | $0 | $19.1M | 2 | 100 |
| Jun 2023 | $19.1M | $0 | $19.1M | 2 | 100 |
| May 2023 | $19.1M | $0 | $19.1M | 2 | 100 |
| May 2023 | $19.1M | $0 | $19.1M | 2 | 100 |
| Dec 2022 | $20.1M | $0 | $20.1M | 2 | 100 |
| Jul 2022 | $25.6M | $0 | $25.6M | 2 | 105 |
DateMar 2025
Total AUM$21M
Discretionary$0
Non-Disc.$21M
Employees2
Clients0
DateOct 2024
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees2
Clients50
DateJul 2024
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees2
Clients50
DateJun 2023
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees2
Clients100
DateJun 2023
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees2
Clients100
DateJun 2023
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees2
Clients100
DateMay 2023
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees2
Clients100
DateMay 2023
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees2
Clients100
DateDec 2022
Total AUM$20.1M
Discretionary$0
Non-Disc.$20.1M
Employees2
Clients100
DateJul 2022
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees2
Clients105