# Swan Wealth Advisors

Swan Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://swanwealth.com

## Regulatory record

- **CRD number:** 292755
- **SEC file number:** 801-112612
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292755

## About

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.

## 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.

## Related profiles

- [Concord Management Services](https://altss.com/profile/concord-management-services-llc)

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

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