SNC WEALTH MANAGEMENT LLC

25 Sullivan Street
Plainsboro, New Jersey 08536
Tel: 908-510-3072

About SNC WEALTH MANAGEMENT LLC

SNC WEALTH MANAGEMENT LLC, formally registered with the SEC as SNC WEALTH MANAGEMENT LLC. The firm was established in 03/11/2022. They have over 1 offices throughout the country.

SNC WEALTH MANAGEMENT LLC is a Plainsboro, New Jersey based Financial Planning firm with nearly $12,232,105 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317066
SEC#	801-123432
Assets Managed by Firm	$12,232,105
No. of Clients	19
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$12,232,105
Individuals (other than high net worth individuals)	16	$7,896,404
High net worth individuals	3	$4,335,701

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