Swan Wealth Advisors, LLC
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Overview
Swan Wealth Advisors, LLC operates as an advisory company based in Durango, Colorado. The firm manages $69.5 million in total assets over 35 accounts. Swan Wealth Advisors, LLC has a small group, including 2 financial advisors. Swan Wealth Advisors, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as equities, bonds and options.
Swan Wealth Advisors, LLC administers all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing client approval. Swan Wealth Advisors, LLC's typical account size is $2.0 million. The average financial advisor at Swan Wealth Advisors, LLC administers around 18 client accounts, placing it among the more individualized financial advisor firms in the country.
Swan Wealth Advisors, LLC's main office is located at 1099 Main Ave., Durango, Colorado 81301. Swan Wealth Advisors, LLC is permitted to serve customers across a number of states, including Colorado, Florida, Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Swan Wealth Advisors, LLC by the Numbers
$69.5 million
3
35
$2.0 million
Fee Structure
Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by the company may include the following fee types: asset-based or fixed. Swan Wealth Advisors, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with other. Out of its 35 customers, Swan Wealth Advisors, LLC's largest client type is other. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Swan Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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