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SWMG, LLC
CRD 166688 · SEC 801-116898
3343 LOCKE AVE, STE 107, FORT WORTH, TX, 76107, United States
Phone
817-210-3444
Fax
866-563-6994
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$430.4M
Discretionary AUM
$425.2M
Team
19 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $100.0M |
| High net worth individuals | 161 | $330.3M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD