Swan Wealth Advisors, LLC
Swan Wealth Advisors, LLC is an SEC-registered wealth manager in Durango, CO with $98.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Swan Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292755, SEC 801-112612, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $98.0M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Durango, CO
- Employees
- 2
- Clients
- 47
- CRD
- 292755
- Ownership
- SWAN GLOBAL HOLDINGS-US, LLC; SWAN, RANDALL, WILLIAM; Miller, Eugene, William; ACKERMAN, BRADLEY, OWEN; BATES, ETHAN
How much AUM does Swan Wealth Advisors, LLC have?
Swan Wealth Advisors, LLC reported $98.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Swan Wealth Advisors, LLC?
Disclosed owners and executives of Swan Wealth Advisors, LLC include SWAN GLOBAL HOLDINGS-US, LLC, SWAN, RANDALL, WILLIAM, Miller, Eugene, William, ACKERMAN, BRADLEY, OWEN, BATES, ETHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.