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SW PRIVATE WEALTH, LLC

CRD 289362

Visit website

75 2ND AVENUE, SUITE 605, NEEDHAM, MA, 02494, United States

Phone

617-866-0998

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$40.2M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)ASSETS UNDER ADVISEMENT

Client types

TypeClientsAUM
Individuals27$10.0M
High net worth individuals14$30.2M

All web addresses on file

Official SEC filing: View on IAPD