SNC Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides customized investment management, financial planning, and family office services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations. It serves a relatively small client base (about 50 relationships) and generally accepts accounts with a stated minimum of $500,000.
Investment advice is grounded in fundamental analysis and typically follows a long‑term orientation, with holdings often retained for more than a year while permitting shorter‑term trades for rebalancing or cash needs. The firm operates both discretionary and non‑discretionary separately managed accounts and, as of December 31, 2025, reported approximately $18.0 million in non‑discretionary regulatory AUM versus $13.4 million in discretionary AUM — a majority non‑discretionary split that is uncommon among similar supported firms.
Noteworthy features include provision of family office services and guidance across a broad set of instruments, including mutual funds, ETFs, equities, bonds, options, and limited partnership interests, alongside tax, insurance, retirement, and estate planning. The firm typically recommends qualified custodians but does not vote client proxies, treats cash as an asset class in portfolio management, and maintains a small, hands‑on practice size compared with many peers.
Client services
Expertise
Fee options
Up to 2% annually, flat percentage applied to all assets under management
Account minimum: $500,000
Main office
Plainsboro NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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