Swp Investment Management LLC
Swp Investment Management LLC is an SEC-registered ria in Independence, OH with $138.4M assets under management (AUM, regulatory AUM), +65% over one year. See who owns Swp Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331314, SEC 801-130403, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $138.4M (2026-03-16)
- Firm type
- Ria
- Location
- Independence, OH
- Employees
- 5
- CRD
- 331314
- Ownership
- Bures, Matthew, Allen; LAMBERT, ROBERT, JOHN; TEPPER, MARK, M; FISCHER, NATHAN, MICHAEL; ZABIEGALA, ANTHONY, A
How much AUM does Swp Investment Management LLC have?
Swp Investment Management LLC reported $138.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Swp Investment Management LLC?
Disclosed owners and executives of Swp Investment Management LLC include Bures, Matthew, Allen, LAMBERT, ROBERT, JOHN, TEPPER, MARK, M, FISCHER, NATHAN, MICHAEL, ZABIEGALA, ANTHONY, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.