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Swan Wealth Advisors, LLC

● SEC registered since 2018CRD 292755SEC# 801-112612Durango, CO
Export (members)
Reg. AUM
$89.8M
Employees
3
Accounts
44
Location
Durango, CO

Swan Wealth Advisors, LLC assets under management

Swan Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Durango, CO. The firm has been registered since 2018. It reports $89.8 million in regulatory assets under management and employs 3 people.
www.swanglobalinvestments.comView on SEC.gov ↗

Swan Wealth Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Bradley Owen AckermanChief Compliance OfficerUnder 5%2018
Ethan BatesCfoUnder 5%2013
Eugene William MillerPresidentUnder 5%2017
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Frequently asked questions

How much does Swan Wealth Advisors, LLC manage?

Swan Wealth Advisors, LLC reports $89.8 million in regulatory assets under management on its Form ADV.

How many employees does Swan Wealth Advisors, LLC have?

Swan Wealth Advisors, LLC reports 3 employees.

Where is Swan Wealth Advisors, LLC located?

Swan Wealth Advisors, LLC is based in Durango, CO and has been SEC-registered since 2018.

Does Swan Wealth Advisors, LLC disclose fund performance?

Swan Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1099 Main Ave., Suite 206, Durango, CO 81301
Phone970-382-8901
Office hours7:00 - 5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$89.8M
Non-discretionary$0
Total (RAUM)$89.8M