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Swan Wealth Advisors
SWAN WEALTH ADVISORS, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2018. The firm manages approximately $98 million in...
Swan Wealth Advisors
SWAN WEALTH ADVISORS, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2018. The firm manages approximately $98 million in regulatory assets. It employs 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Swan Wealth Advisors?
No named principals or investment professionals are publicly associated with the firm. Its RIA registration may list an owner or CEO, but that information is not available in public sources. Prospective clients or allocators would need to contact the firm directly to identify decision-makers.
What investment services does Swan Wealth Advisors offer?
As an SEC-registered investment advisor, Swan Wealth Advisors likely provides portfolio management, financial planning, retirement planning, and estate planning services common among family-office-oriented RIAs. Without public disclosure, the specific range of services cannot be confirmed.
Is Swan Wealth Advisors a single-family office or multi-family office?
The firm is structured as an RIA, which suggests it serves multiple families as a multi-family office or wealth management firm. The name provides no indication of affiliation with a single wealthy family or corporate structure.
Where is Swan Wealth Advisors headquartered?
The firm's headquarters location is not publicly disclosed. It operates under the legal name SWAN WEALTH ADVISORS, LLC but no office address appears in accessible records. This may indicate a virtual or privacy-focused operating model.
Does Swan Wealth Advisors have any publicly known AUM?
No AUM figures have been reported or disclosed by the firm. The firm does not appear in standard RIA databases with fee and AUM filings, making it difficult to assess its scale relative to peers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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