confirmedWirehouse → Independent

Snow Pine Private Wealth

UBS Wealth ManagementWells Fargo FiNet
Thursday, March 5, 2026
AUM

$1.7B

Revenue

$11.3M

Team Size

7

Location

Wayzata, MN

Region

Midwest

UBSWells FargomovesFiNetMinnesotaUHNW
Destination Firm

Wells Fargo Advisors

Typewirehouse
Advisors12,000
Total AUM~1900B
Net 30d+12
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