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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 Oct 1, 2026
Regulatory AUM
$382.0M
Below cohort median (national)
Discretionary AUM
$340.3M
Non-discretionary $41.7M
Clients
606
1,610 accounts
Employees
10
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 1,709 | 606 | decreased by1,103 |
| Apr 1, 2026 | AUM | $375,659,897 | $381,996,646 | increased by$6,336,749 |
| Apr 1, 2026 | Accounts | 1,712 | 1,610 | decreased by102 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 9 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,205 | 1,709 | increased by504 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $361,089,592 | $375,659,897 | increased by$14,570,305 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,038 | 1,712 | increased by674 |
| Apr 1, 2022 | Employees | 11 | 20 | increased by9 |
| Apr 1, 2022 | Clients | 548 | 1,205 | increased by657 |
| Apr 1, 2022 | AUM | $293,821,412 | $361,089,592 | increased by$67,268,180 |
| Apr 1, 2022 | Accounts | 870 | 1,038 | increased by168 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SNYDER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SNYDER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.