Snowball Wealth Management

EST. AUM
$139,304,000

CONTACTS
2

CLIENT ACCOUNTS
164

Firm Details

Metro area Denver
CRD Number 137419
Website snowballwm.com
Client types

Overview

Snowball Wealth Management, LLC is an independent, fee-only, Colorado Registered Investment Advisor. It is the amalgamation and successor company to TNL Asset Management, LLC and Knopinski & Fauver Financial Advisors, Inc. They are and always have been a fiduciary and don’t sell anything but advice. That means, no unnecessary insurance contracts, no 12b-1 front-loaded mutual funds, and no parent company recommended “hot stocks” that could win them a trip to Hawaii. At Snowball Wealth Management, LLC, they push sound financial advice that’s specifically geared toward each client’s needs—PERIOD!

Platform Details

Investment Preferences

Alternative Activity