# SWS PARTNERS, LLC

SWS PARTNERS, LLC is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser

## Regulatory record

- **CRD number:** 281838
- **SEC file number:** 801-107254
- **Registration status:** Registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-07-14

## About

SWS PARTNERS, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-14, it reported 6 employees; 519 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Fixed fees, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

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Updated: 2026-10-24T21:05:23Z

Canonical page: https://altss.com/profile/sws-partners-llc

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