SourcingSourcing

SNIDER RETIREMENT STRATEGIES, INC.

C35
CRD 117392·SEC 801-69025·BELLEVUE, WA
AUM
$549.7M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SNIDER RETIREMENT STRATEGIES, INC.
CRD
117392
SEC file #
801-69025
EIN
—
DBA names
Snider Financial Group

Economics

AUM
$549.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$103.9M → $549.7M▲ +429%
Client mix
Individuals Other355
Individuals High Net Worth159
Pooled Investment Vehicles1

Operations

Employees (total)
15
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
2 advisors → 8 advisors▲ +300%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
facebook.com/sniderfg(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SNIDER, MONTE, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SNIDER, MONTE, LEE
BUSH, HEATHER, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Lpl Financial4
E*trade4
Interactive Brokers3
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2244934
Trust Company Affiliate
No

People (10)

10
SNIDER, MONTE, LEE
IAR · Direct Owner · 87.5%
2244934
BUSH, HEATHER, LYNN
Executive Officer · 2.5%
6156015
DAVID GRANT GEDDES
IAR
4554566
craig anthony chucka
IAR
7217587
ROBERT B KEMPER
IAR
4603832
Kamaljit Kaur Sahota-Middleton
IAR
7918457
SHELDON DOUGLAS SWEENEY
IAR
6127459
JOEY JOHN DOMINICK
IAR
5283499
CHRISTOPHER EARL BOISJOLIE
IAR
6951595
Adelaide Bianca D David
IAR
7133443