SNOW CREEK WEALTH MANAGEMENT LLC
SNOW CREEK WEALTH MANAGEMENT LLC of NASHVILLE, TN is an SEC-registered investment adviser (CRD 142983). Regulatory assets under management: $274.6M.
Registration
- CRD: 142983
- SEC file number: 801-67651
- Type: Registered investment adviser
- Location: 905 HARPETH VALLEY PLACE, NASHVILLE, TN, 37221
- Phone: 615-673-7795
- Latest filing: 2019-02-08
- Regulatory AUM: $274.6M
- Discretionary AUM: $269.4M
- Non-discretionary AUM: $5.2M
- Clients: 5
- Accounts: 663
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SACKS LAWRENCE JEFFREY | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/OWNER; MANAGING MEMBER (+3 more) | — |
| GOLDBERG DAVID ALLEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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