Sws Partners, LLC
Sws Partners, LLC is an SEC-registered wealth manager in Columbus, OH with $442.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sws Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281838, SEC 801-107254, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $442.6M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Columbus, OH
- Employees
- 6
- Clients
- 157
- CRD
- 281838
- Ownership
- PARKER, JAMES, FRANKLIN; SADZEWICZ, GERY, JOSEPH; KESSLER, PHILIP, EUGENE; Solomon, Fatina; STAFFORD, MICHAEL, BRENNAN
How much AUM does Sws Partners, LLC have?
Sws Partners, LLC reported $442.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Sws Partners, LLC?
Disclosed owners and executives of Sws Partners, LLC include PARKER, JAMES, FRANKLIN, SADZEWICZ, GERY, JOSEPH, KESSLER, PHILIP, EUGENE, Solomon, Fatina, STAFFORD, MICHAEL, BRENNAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.