Snyder Wealth Group

$382MAssets under management
as of Apr 2026 · SEC Form ADV
Medford, NY
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Tech stack

No one at Snyder Wealth Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Snyder Wealth Group'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
Pershing
Per Form ADV · $345M held · filed Nov 2024