PPrivate Fund Data Log in Join · $37/mo

Heather Ann Swan

CcoR.i.t. Wealth Advisors Inc.CRD 6525403

About Heather Ann Swan

Heather Ann Swan is listed as Cco at R.i.t. Wealth Advisors Inc. in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of R.i.t. Wealth Advisors Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Heather Ann Swan work?

Heather Ann Swan is listed as Cco at R.i.t. Wealth Advisors Inc. on SEC Form ADV.

How much of R.i.t. Wealth Advisors Inc. does Heather Ann Swan own?

Form ADV reports a beneficial ownership band of Under 5%.

R.i.t. Wealth Advisors Inc.

TitleCco
OwnershipUnder 5%
Control personYes
Since2026
View R.i.t. Wealth Advisors Inc. →