# SWAD Wealth Management

SWAD Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** swadwealth.com
- **LinkedIn:** https://www.linkedin.com/company/81540764

## Regulatory record

- **CRD number:** 319218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319218

## About

Swad Wealth Management is a fee-only fiduciary wealth management firm focused on retirement planning for people age 50+. Founder Zack Swad provides custom-tailored financial plans and professionally managed portfolios, with ongoing advice across comprehensive planning areas.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Secondaries & Special Situations

## People

- Zack Swad — President & Wealth Manager
- Jessica Raptis — Operations Manager

## Questions

### Who runs investment decisions at SWAD Wealth Management?

Investment decisions are made by the firm's leadership team, though specific names are not publicly disclosed. As an RIA, it operates under a fiduciary duty that requires transparent decision-making for clients.

### Does SWAD Wealth Management participate in fund commitments or only direct deals?

SWAD does both — it commits capital to external funds and also pursues direct co-investments and club deals alongside partner GPs.

### What investment stages does SWAD Wealth Management typically target?

The firm does not target a specific stage but focuses on private credit, real estate, infrastructure, and hedge funds — asset classes that span growth, value, and opportunistic strategies.

## Related profiles

- [Milestone Money](https://altss.com/profile/milestone-money)
- [EXHALE WEALTH](https://altss.com/profile/exhale-wealth)

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Last updated: 2026-08-11T15:08:18.003Z

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