Swmg, LLC
Swmg, LLC is an SEC-registered wealth manager in Fort Worth, TX with $430.4M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Swmg, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166688, SEC 801-116898, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $430.4M (2026-06-05)
- Firm type
- Wealth Manager
- Location
- Fort Worth, TX
- Employees
- 19
- Clients
- 429
- CRD
- 166688
- Ownership
- STRITTMATTER, JOSHUA, WILLIAM
How much AUM does Swmg, LLC have?
Swmg, LLC reported $430.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Swmg, LLC?
Disclosed owners and executives of Swmg, LLC include STRITTMATTER, JOSHUA, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.