1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SNOW CREEK WEALTH MANAGEMENT

Map pinNASHVILLE, TN
Phone615-673-7795
NotebookSEC #801-67651
Total AUM
$274.6M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
905 HARPETH VALLEY PLACE
NASHVILLE
TN 37221
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
615-673-7795
Other Offices
1

ReceiptFinancials

Total AUM
$274.6M
Accounts
663
Discretionary
$269.4M
Accounts
656
Non-Discretionary
$5.2M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
134
AUM
$36.9M
HNW Individual Clients
62
AUM
$232.1M
Charitable Organization Clients
1
AUM
$5.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ACCOUNT REVIEWS AND CONSULTATIONS
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES; ASSET BASED FEE FOR REVIEWS/CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account