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SWMG, LLC

SEC Form ADV profile.

Total regulatory AUM
$430,361,910
Discretionary
$425,217,000
Non-discretionary
$5,144,910

Firm details

CRD number
166688
SEC file number
801-116898
Main office
FORT WORTH, TX, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.