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SWAN WEALTH ADVISORS, LLC
CRD 292755 · SEC 801-112612
1099 MAIN AVE., SUITE 206, DURANGO, CO, 81301, United States
Phone
970-382-8901
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.0M
Discretionary AUM
$98.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
FAMILY OFFICE ADVISORY
States served
CO, LA, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD