Snyder Wealth Group is an SEC registered investment adviser organized as a corporation with a primary office location in Medford, NY. Its latest Form ADV filing, dated April 3, 2026, reports $382M in regulatory assets under management, 10 employees, 4 offices, and 1,610 accounts.
Assets Under Management
$382M
Employees
10
Offices
4 offices
Total Clients
606
Primary office
MEDFORD, NY
1733 N OCEAN AVE, SUITE B, MEDFORD, NY, United States
Top client segmentIndividuals represent 89.8% of total clients.
Top client categories% of clientsClients
1
Individuals
89.8%
544
2
HNWI
9.1%
55
3
Pension Plans
1.2%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of April 3, 2026
Discretionary89.1%
$340M
89% of total RAUM89.1%
Non-discretionary10.9%
$42M
11% of total RAUM10.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$382M
Total Accounts1,610
10Y AUM Change+$182M (+91.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee61:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.