Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC is an SEC-registered mass-market adviser with $47.8M assets under management (AUM, regulatory AUM), -43% over one year. See who owns Sweetwater Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118372, data through 2019-03-07.
- AUM (assets under management / regulatory AUM)
- $47.8M (2019-03-07)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 134
- CRD
- 118372
- Ownership
- SNELLING, MARK, DIXON; TEEL, DAVID, BRYAN
How much AUM does Sweetwater Financial Advisors, LLC have?
Sweetwater Financial Advisors, LLC reported $47.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2019-03-07).
Who owns Sweetwater Financial Advisors, LLC?
Disclosed owners and executives of Sweetwater Financial Advisors, LLC include SNELLING, MARK, DIXON, TEEL, DAVID, BRYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.