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SW
Multi-Family OfficeRIA · CRD 292755SEC-Registered

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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...

Overview

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

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.

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