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| Keyboard |
| Swan Wealth Advisors LLC
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|---|---|
| CRD # | 292755 |
| SEC # | 801-112612 |
| CIK # | 0001591505 |
| AUM | 98.0 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 970-382-8901 |
| Address | 1099 Main Ave Durango, CO 81301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 47 | 98.0 |
| Total | 47 | 98.0 |
| By Discretionary | ||
| Discretionary | 47 | 98.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 98.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.0 | |
| Total | 47 | 98.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001591505] | |
| SC 13G | [0001591505] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Retirement GUYS Formula LLC | Swan Global Investments LLC | [2023-08-14] |
| Firm Profile (Form ADV) | |
|---|---|
| LEI | 61-1857114 |
| Related Firms | State | AUM |
|---|---|---|
|
Swan Global Investments LLC
✚
|
CO | 2,388.2 M |
|
Swan Capital Management LLC
✚
|
CO | 1,300.9 M |
|
Swan Wealth Advisors LLC
✚
|
CO | 98.0 M |
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