Swmg, LLC
● SEC registered since 2019CRD 166688SEC# 801-116898Fort Worth, TX
Reg. AUM
$430.4M
Employees
19
Accounts
1,652
Location
Fort Worth, TX
Swmg, LLC assets under management
Swmg, LLC is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2019. It reports $430.4 million in regulatory assets under management and employs 19 people.
Swmg, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua William Strittmatter Control | Managing Member And Cco | Over 75% | 2013 |
Frequently asked questions
How much does Swmg, LLC manage?
Swmg, LLC reports $430.4 million in regulatory assets under management on its Form ADV.
How many employees does Swmg, LLC have?
Swmg, LLC reports 19 employees.
Where is Swmg, LLC located?
Swmg, LLC is based in Fort Worth, TX and has been SEC-registered since 2019.
Does Swmg, LLC disclose fund performance?
Swmg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3343 Locke Ave, Ste 107, Fort Worth, TX 76107 |
| Phone | 817-210-3444 |
| Fax | 866-563-6994 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$430.4M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$430.4Mregulatory AUM
Discretionary $425.2MNon-discretionary $5.1M