SWAD WEALTH MANAGEMENT, LLC
Doing business as SWAD WEALTH MANAGEMENT LLC. SEC Form ADV profile.
Total regulatory AUM
$111,061,079
Discretionary
$111,061,079
Non-discretionary
$0
Firm details
- CRD number
- 319218
- SEC file number
- 801-137035
- Main office
- SANTA ROSA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.