Snowwater Investment Partners, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 55
- Avg AUM / client
- $23.6M
- Accounts
- 185
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 55 | $850M | 65.4% |
| Corporations and other businesses | Fewer than 5 clients | $450M | 34.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradford Richard Orben | Managing Member, Principal, And Chief Compliance Officer | Nov 2020 (6y) | 75% or more | |
| Victor Michael Flores | Managing Member | Apr 2021 (5y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Snowwater Holdings, Llc | Member | Jan 2021 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $370M (28% of AUM) Mar 2026
- Citigroup Global Markets Inc. $270M (21% of AUM) Mar 2026
- Bofa Securities, Inc. $175M (13% of AUM) Mar 2026
- Carta Securities, Llc $165M (13% of AUM) Mar 2026
- Morgan Stanley $79.6M (11% of AUM) Mar 2024
- Citibank $45.0M (11% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗