SNYDER WEALTH GROUP

Legal name: MARK J SNYDER FINANCIAL SERVICES INC

CRD 106425File 801-38888

APPROVED

Retail clients

Disclosure events

Filing as of Apr 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$382.0M

Below cohort median (national)

Discretionary AUM

$340.3M

Non-discretionary $41.7M

Clients

606

1,610 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: May 9, 1991
Principal office: 1733 N OCEAN AVE, SUITE B, MEDFORD, NY, 11763
Phone: 631-289-4224
Website: https://www.linkedin.com/company/snyder-wealth-group

Assets & accounts

ADV Item 5F

Total regulatory AUM: $382.0M
Discretionary AUM: $340.3M
Non-discretionary AUM: $41.7M
Discretionary accounts: 1,214
Non-discretionary accounts: 396
Total accounts: 1,610
AUM per client: $630K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$350K
High net worth individuals	55	$103.9M
Pension and profit sharing plans	7	$8.7M
Individuals (other than high net worth individuals)	544	$269.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.