RIA Intel›Advisers›Florida›R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLC

R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLC

Advisory

ESTERO, FL

Data as of Mar 2, 2026 · Source: SEC Form ADV

AUM change, 1 year

+0.1%

39th percentile in FL

AUM CAGR, 3 year

-0.8%

compound annual growth

Filing history

4

filings since 2006

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

—

1-Year AUM Growth

+0.1%

3-Year CAGR

-0.8%

Employees

1

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMar 23, 2006

Latest FilingMar 2, 2026

Full AUM trend chart and 4 historical filings spanning 20+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

Moderate risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

41st percentile

Composite rank among FL advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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