SWAN WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$98,043,665
Discretionary
$98,043,665
Non-discretionary
$0
Firm details
- CRD number
- 292755
- SEC file number
- 801-112612
- Main office
- DURANGO, CO, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.