PPrivate Fund Data Log in Join · $37/mo

Swan Wealth Advisors Holdings, Inc

OwnerSwan Capital Management, LLC

About Swan Wealth Advisors Holdings, Inc

Swan Wealth Advisors Holdings, Inc is listed as Owner at Swan Capital Management, LLC in Durango, CO. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Swan Capital Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Swan Wealth Advisors Holdings, Inc work?

Swan Wealth Advisors Holdings, Inc is listed as Owner at Swan Capital Management, LLC on SEC Form ADV.

How much of Swan Capital Management, LLC does Swan Wealth Advisors Holdings, Inc own?

Form ADV reports a beneficial ownership band of 25-50%.

Swan Capital Management, LLC

TitleOwner
Ownership25-50%
Control personNo
Since2014