# Snyder Wealth Group

Snyder Wealth Group is a Bank / Wealth / Trust based in Medford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Medford, United States
- **Region:** North America
- **Address:** 1733 N Ocean Avenue Suite B, Medford, NY 11763, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** snydercapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/snyder-wealth-group

## Regulatory record

- **CRD number:** 106425
- **SEC file number:** 801-38888
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-03T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106425

## About

Snyder Wealth Group registered as an investment advisor in 1991 and operates from Medford, New York. It provides fiduciary investment advisory services, financial planning, and retirement planning to individuals, business entities, and other organizations. The firm markets itself as a personal planning partner rather than a multi-asset institutional platform. The firm structures its client service around personalized financial planning and portfolio management. Its website emphasizes retirement planning, goal-setting, and acting as a fiduciary, which points toward a model of constructing client portfolios from individual securities and funds. Specific fund structures, direct investment strategies, or named portfolio holdings are not publicly disclosed. Public details on asset scale, team size, or additional offices are absent. Snyder Wealth Group lists a single address on North Ocean Avenue in Medford and has not published any recent operational events such as fund closes, acquisitions, or key hires. No adjacent philanthropic vehicles, club memberships, or operating businesses are evident from its public footprint. Its structural differentiator is the reverse of the typical institutional profile: depth over breadth. A single-location RIA serving local clients since the early 1990s, Snyder Wealth Group has maintained a consistent retail-facing posture without evolving into a multi-family office or institutional asset manager.

## Questions

### What investment services does Snyder Wealth Group provide?

Snyder Wealth Group provides fiduciary investment advisory services, financial planning, retirement planning, and portfolio management. The firm focuses on personalized plans for individuals, business entities, and other organizations. Details on whether it constructs portfolios from individual securities, mutual funds, or ETFs are not publicly disclosed.

### Where is Snyder Wealth Group located and does it operate nationally?

Its sole office is at 1733 N Ocean Avenue Suite B, Medford, NY 11763, on Long Island. There is no public evidence of additional offices or a national footprint. The firm's client-facing language and local contact information suggest a geographically concentrated practice.

### Does the firm publicly disclose its assets under management?

Snyder Wealth Group does not publish an AUM figure on its website. Without a public disclosure or reputable third-party estimate, the assets under management remain undisclosed.

### Who runs the firm and makes investment decisions?

The firm's website does not publicly name its principals, portfolio managers, or investment committee members. No team page or LinkedIn profile was available to identify the individuals responsible for investment decisions.

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Last updated: 2026-06-03T20:00:00.000Z

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