# Swanson Group

Swanson Group is a Bank / Wealth / Trust based in West Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Founded:** 1973
- **Assets under management:** Undisclosed
- **Website:** advisor.morganstanley.com
- **LinkedIn:** https://www.linkedin.com/company/swanson-group-inc

## About

The practice was established in 1973 and operates from West Des Moines, Iowa, under the Morgan Stanley umbrella. Swanson Group delivers wealth planning, estate planning, and investment management services. As a wirehouse-affiliated team, its investment capabilities draw on Morgan Stanley's platform, which spans public equities, fixed income, alternatives, and private markets access. No specific portfolio companies, direct deals, or co-investment partners are disclosed. The practice serves clients from its single Iowa location without listing additional offices. Team size and total client assets are not reported. The practice does not publicize adjacent philanthropic vehicles, operating businesses, or peer-network affiliations. No verifiable operational events from the last 24 months — such as team additions, strategy changes, or vehicle launches — appear in available public records. The practice's structural distinction lies in the tension between its boutique, multi-decade local identity and its institutional affiliation with a global wirehouse. This hybrid model lets Swanson Group offer custody, research, and product infrastructure through Morgan Stanley while facing the same succession and independence constraints that affect all captive advisory teams.

## Questions

### Is Swanson Group an independent firm or part of a larger institution?

Swanson Group operates as an advisory team within Morgan Stanley, one of the largest global wealth management platforms. It is not a standalone registered investment advisor or family office. This structure means the practice uses Morgan Stanley's custody, research, and product infrastructure while maintaining its own client relationships from a single location in West Des Moines, Iowa.

### Does Swanson Group report its assets under management?

No. The practice has not publicly disclosed AUM or total client assets. Without this figure, peer family offices and institutional allocators cannot benchmark its scale against comparable advisory teams in the Midwest or nationally. AUM remains Undisclosed.

## Related profiles

- [Swan Peak Capital Management](https://altss.com/profile/swan-peak-capital-management)
- [SWAN Venture Fund](https://altss.com/profile/swan-venture-fund)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/swanson-group

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