Snowball Wealth Management

$139.3MAssets under management
as of Feb 2026 · SEC Form ADV
Boulder, CO
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Tech stack

No one at Snowball Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Snowball Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $24M held · filed Nov 2024
U.S. Bank
Per Form ADV · $14M held · filed Nov 2024