Swan Wealth Advisors, LLC
● SEC registered since 2018CRD 292755SEC# 801-112612Durango, CO
Reg. AUM
$98M
Employees
2
Accounts
47
Location
Durango, CO
Swan Wealth Advisors, LLC assets under management
Swan Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Durango, CO. The firm has been registered since 2018. It reports $98 million in regulatory assets under management and employs 2 people.
Swan Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Owen Ackerman | Chief Compliance Officer | Under 5% | 2018 |
| Ethan Bates | Cfo | Under 5% | 2013 |
| Eugene William Miller | President | Under 5% | 2017 |
| Randall William Swan Control | Ceo | Under 5% | 2017 |
| Swan Global Holdings-Us, LLC | Member | Over 75% | 2017 |
| Randall William Swan Control | Owner | 50-75% | 2017 |
| Randall William Swan Control | Owner | 50-75% | 2017 |
| Swan Capital Management Holdings, Inc | Owner | 25-50% | 2017 |
| Swan Wealth Advisors Holdings, Inc | Owner | 25-50% | 2017 |
Frequently asked questions
How much does Swan Wealth Advisors, LLC manage?
Swan Wealth Advisors, LLC reports $98 million in regulatory assets under management on its Form ADV.
How many employees does Swan Wealth Advisors, LLC have?
Swan Wealth Advisors, LLC reports 2 employees.
Where is Swan Wealth Advisors, LLC located?
Swan Wealth Advisors, LLC is based in Durango, CO and has been SEC-registered since 2018.
Does Swan Wealth Advisors, LLC disclose fund performance?
Swan Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1099 Main Ave., Suite 206, Durango, CO 81301 |
| Phone | 970-382-8901 |
| Office hours | 7:00 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$98M▲ 9%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$98Mregulatory AUM
Discretionary $98M