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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SNIDER FINANCIAL GROUP

SNIDER RETIREMENT STRATEGIES, INC., CRD 117392

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92cfb72b-5bda-82be-a317-85f07a24736d

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 4
On other graphs: 0
Observed: Apr 3, 2012 to Jul 20, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $550MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $550M
Private client RAUM: $548MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $61.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,543
Individual clients: 355
High net worth clients: 159
Custody, client assets: $2.0M
SEC number: 801-69025
CRD: 117392
Filings on the tape: 32
First filed: Apr 3, 2012
Latest filed: Jul 20, 2026
Organised: Corporation, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MONTE LEE SNIDER	Chartered Financial Consultant	BELLEVUE, WA	3	33	2	no
DAVID GRANT GEDDES	n/a	BELLEVUE, WA	3	26	3	no
ROBERT B KEMPER	n/a	BELLEVUE, WA	3	36	1	no
JOEY JOHN DOMINICK	n/a	BELLEVUE, WA	3	19	7	no
SHELDON DOUGLAS SWEENEY	Chartered Financial Consultant	BELLEVUE, WA	3	14	2	no
CHRISTOPHER EARL BOISJOLIE	n/a	BELLEVUE, WA	3	13	1	no
craig anthony chucka	n/a	BELLEVUE, WA	3	23	1	no
Kamaljit Kaur Sahota-Middleton	n/a	BELLEVUE, WA	1	11	1	no
Adelaide Bianca D David	n/a	BELLEVUE, WA \| Warrensburg, MO	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SNIDER, MONTE, LEE	President	E	yes	06/2001	Apr 3, 2012	Dec 13, 2024
BUSH, HEATHER, LYNN	CHIEF COMPLIANCE OFFICER	Na	no	06/2022	Aug 19, 2022	Dec 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FINTAX PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$550M	$550M	15	8	1	1	n/a
2024	Mar 20, 2025	$501M	$501M	16	9	1	n/a	n/a
2023	Feb 22, 2024	$316M	$316M	10	5	0	n/a	n/a
2022	Mar 23, 2023	$269M	$269M	11	4	0	n/a	n/a
2021	Feb 11, 2022	$329M	$329M	10	7	0	n/a	n/a
2020	Mar 23, 2021	$235M	$235M	5	4	0	n/a	n/a
2019	Mar 11, 2020	$192M	$192M	6	4	0	n/a	n/a
2018	Mar 26, 2019	$104M	$104M	6	2	0	n/a	n/a
2017	Mar 8, 2018	$140M	$102M	6	5	0	n/a	n/a
2016	Mar 31, 2017	$60.0M	$60.0M	5	3	n/a	n/a	n/a
2015	Mar 29, 2016	$102M	$61.5M	5	3	n/a	n/a	n/a
2014	Feb 27, 2015	$107M	$60.0M	6	3	n/a	n/a	n/a
2013	Mar 28, 2014	$105M	$60.0M	6	3	n/a	n/a	n/a
2012	Mar 19, 2013	$91.6M	$56.4M	6	3	n/a	n/a	n/a
2011	Apr 3, 2012	$91.8M	$57.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$550M	$501M	9.8%	$269M	27.0%	15	16	1	1

Relationships

Registered with (14)

← Adelaide Bianca D DavidAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Kamaljit Kaur Sahota-MiddletonAdvisorregistration: current employment
Feb 13, 2025 to presentfactForm ADV
← MONTE LEE SNIDERAdvisorregistration: previous registration
Jul 30, 2001 to Dec 31, 2022factForm ADV
← DAVID GRANT GEDDESAdvisorregistration: previous registration
Feb 20, 2009 to Dec 31, 2022factForm ADV
← ROBERT B KEMPERAdvisorregistration: previous registration
Mar 31, 2004 to Dec 31, 2022factForm ADV
← JOEY JOHN DOMINICKAdvisorregistration: previous registration
Mar 13, 2018 to Dec 31, 2022factForm ADV
← SHELDON DOUGLAS SWEENEYAdvisorregistration: previous registration
Aug 21, 2019 to Dec 31, 2022factForm ADV
← CHRISTOPHER EARL BOISJOLIEAdvisorregistration: previous registration
Oct 17, 2019 to Dec 31, 2022factForm ADV
← craig anthony chuckaAdvisorregistration: previous registration
Jan 30, 2020 to Dec 31, 2022factForm ADV
← Wesley BurroughsAdvisorregistration: previous registration
Oct 25, 2024 to Jul 29, 2025factForm ADV
← JEFFREY BRANT KAUFFMANAdvisorregistration: previous registration
Mar 7, 2023 to Dec 23, 2024factForm ADV
← DAVID ERVIN DENNISTONAdvisorregistration: previous registration
Apr 20, 2005 to Sep 14, 2010factForm ADV
← CHRISTOPHER JOHN NIEMELAAdvisorregistration: previous registration
Sep 1, 2004 to Jul 27, 2010factForm ADV
← DOUGLAS REED BEANAdvisorregistration: previous registration
Nov 18, 2005 to Jan 23, 2007factForm ADV

Controls (1)

← SNIDER, MONTE, LEEOwnerPRESIDENT, ownership code E, individual
Apr 3, 2012 to Dec 13, 2024factForm ADV

Owns (1)

← BUSH, HEATHER, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 19, 2022 to Dec 13, 2024factForm ADV

Dated events

Occurred
Jul 29, 2025
Advisor changed firm
Wesley Burroughs left Snider Financial Group for Schwab Wealth Advisory, Inc. (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Regulatory AUM changed
Snider Financial Group reported RAUM $500.7M, up 59% from $315.8M (2025-01-24 to 2025-03-20)
Form ADVobserved 4 days ago
$185M
Occurred
Dec 23, 2024
Advisor changed firm
Jeffrey Brant Kauffman left Snider Financial Group for Summit Family Office Services, Llc (registered 2024-12-19)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Monte Lee Snider left Snider Financial Group for Sagepoint Financial, Inc. (registered 2005-12-06)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92cfb72b-5bda-82be-a317-85f07a24736d
First observed: Apr 3, 2012
Last observed: Jul 20, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SNIDER FINANCIAL GROUP

SNIDER RETIREMENT STRATEGIES, INC., CRD 117392

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92cfb72b-5bda-82be-a317-85f07a24736d

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MONTE LEE SNIDER

Chartered Financial Consultant

BELLEVUE, WA

DAVID GRANT GEDDES

n/a

BELLEVUE, WA

ROBERT B KEMPER

n/a

BELLEVUE, WA

JOEY JOHN DOMINICK

n/a

BELLEVUE, WA

SHELDON DOUGLAS SWEENEY

Chartered Financial Consultant

BELLEVUE, WA

CHRISTOPHER EARL BOISJOLIE

n/a

BELLEVUE, WA

craig anthony chucka

n/a

BELLEVUE, WA

Kamaljit Kaur Sahota-Middleton

n/a

BELLEVUE, WA

Adelaide Bianca D David

n/a

BELLEVUE, WA | Warrensburg, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SNIDER, MONTE, LEE

President

yes

06/2001

Apr 3, 2012

Dec 13, 2024

BUSH, HEATHER, LYNN

CHIEF COMPLIANCE OFFICER

06/2022

Aug 19, 2022

Dec 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FINTAX PARTNERS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$550M

n/a

2024

Mar 20, 2025

$501M

n/a

2023

Feb 22, 2024

$316M

n/a

2022

Mar 23, 2023

$269M

n/a

2021

Feb 11, 2022

$329M

n/a

2020

Mar 23, 2021

$235M

n/a

2019

Mar 11, 2020

$192M

n/a

2018

Mar 26, 2019

$104M

n/a

2017

Mar 8, 2018

$140M

$102M

n/a

2016

Mar 31, 2017

$60.0M

n/a

2015

Mar 29, 2016

$102M

$61.5M

n/a

2014

Feb 27, 2015

$107M

$60.0M

n/a

2013

Mar 28, 2014

$105M

$60.0M

n/a

2012

Mar 19, 2013

$91.6M

$56.4M

n/a

2011

Apr 3, 2012

$91.8M

$57.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$550M

$501M

9.8%

$269M

27.0%