SNOWBALL WEALTH MANAGEMENT

Legal name: TNL ASSET MANAGEMENT LLC

CRD 137419File 801-130346

APPROVED

Retail clients

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.3M

Bottom 25% of cohort (national)

Discretionary AUM

$139.3M

Clients

164

164 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: May 24, 2024
Principal office: 3445 PENROSE PLACE, SUITE 130, BOULDER, CO, 80301
Phone: 303-666-6292
Website: HTTP://WWW.SNOWBALLWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $139.3M
Discretionary AUM: $139.3M
Non-discretionary AUM: $0
Discretionary accounts: 164
Non-discretionary accounts: 0
Total accounts: 164
AUM per client: $849K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$267K
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	27	$64.0M
Individuals (other than high net worth individuals)	135	$73.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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

This firm answered no to every Item 11 disclosure question in this filing.

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.