R.E. Snow Private Wealth Management Group, LLC

R.E. Snow Private Wealth Management Group, LLC is an independent, single-advisor registered investment adviser that provides tailored, non-discretionary asset management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm typically works with high‑net‑worth and accredited investors, stating a $1,000,000 account minimum (waivable at the firm's discretion) and offering access to both traditional securities and alternative pooled investments.

The adviser gathers client suitability information to develop customized strategies and provides periodic supervision and rebalancing suggestions rather than exercising trading discretion, requiring client approval before executing transactions. Its stated methods include fundamental and technical analysis and a mix of long- and short-term positions, and it may recommend allocations to hedge funds, private equity, real estate LLCs and other pooled vehicles.

Compared with many peers, the firm operates with a very small client base and no additional advisory staff — the brochure lists four clients and a single managing member — and routinely suggests that clients direct brokerage to Raymond James, which the brochure notes can affect execution and commission levels. The ADV also discloses a prior arbitration and settlement relating to private placements recommended by the adviser, a matter the firm describes as resolved without admission of liability.