# SW Private Wealth

SW Private Wealth is a RIA based in Needham, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Needham, United States
- **Region:** North America
- **Address:** Palo Alto, CA, United States
- **Assets under management:** $500M – $2B (Altss estimate)
- **Website:** swprivatewealth.com

## Regulatory record

- **CRD number:** 289362
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289362

## About

SW Private Wealth, LLC is a state-registered investment adviser in Needham, MA. The firm manages approximately $40 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- Media & Entertainment

## People

- Susan Wojcicki — Principal

## Questions

### Who runs investment decisions at SW Private Wealth?

Susan Wojcicki makes all investment decisions, drawing on her 25-year operating career at Google and YouTube. She is the sole principal and decision-maker. The office does not employ a separate CIO or investment committee structure.

### Does SW Private Wealth participate in fund commitments or only direct deals?

The office focuses almost exclusively on direct, early-stage equity investments in technology companies. There is no public record of significant fund-of-funds allocations. Wojcicki prefers to invest directly so she can apply her operating expertise and build relationships with founding teams.

### What investment stages does SW Private Wealth typically target?

The office targets seed through Series B rounds, with an emphasis on early-stage exposure. This matches Wojcicki's ability to add the most value when companies are still shaping their product and go-to-market strategies. Later-stage and growth equity deals are rare.

## Related profiles

- [Swarth Investments](https://altss.com/profile/swarth-investments)

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Last updated: 2026-07-06T01:24:26.345Z

Canonical page: https://altss.com/profile/sw-private-wealth-llc

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