SourcingSourcing

TNL ASSET MANAGEMENT LLC

B62
CRD 137419·SEC 801-130346·BOULDER, CO
AUM
$139.3M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$418K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TNL ASSET MANAGEMENT LLC
CRD
137419
SEC file #
801-130346
EIN
—
DBA names
Snowball Wealth Management

Economics

AUM
$139.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$130.5M → $139.3M▲ +7%
Client mix
Individuals Other135
Individuals High Net Worth27
Charitable Organizations1
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
BOULDER CO
Branches
Count2

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEBOR, TODD, NICHOLS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LEBOR, TODD, NICHOLS
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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Altruist4
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5039931
Trust Company Affiliate
No

People (1)

1
LEBOR, TODD, NICHOLS
IAR · Direct Owner · 87.5%
5039931