Swan Wealth Advisors LLC

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Swan Wealth Advisors LLC
CRD #292755
SEC #801-112612
CIK #0001591505
AUM $65.9 MM (100% Disc, 100% US, 2020-06-25)
Employees 3 (100% Investors, 0% Brokers)
Phone970-382-8901
Address1099 Main Ave
Durango, CO 81301
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
705642281402010201320172021
EDGAR Form CIK 2011 - 2021
13F-HR [0001591505]
Related Firms State AUM ($BB)
Swan Global Investments LLC
CO 3.1
Swan Capital Management LLC
CO 1.9
Swan Wealth Advisors LLC
CO 0.1
Comparable Firms State AUM ($BB)
Vestwell Advisors LLC
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NY 0.1
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0.1
Sanostro AG
0.0
Allocaterite Inc
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Vantage Advisors LLC
IN 0.0
Distribution Consultants Inc
OR 0.0
IQCIO LLC
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Principly Inc
CA 0.0
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