Heather Ann Swan
CcoR.i.t. Wealth Advisors Inc.CRD 6525403
About Heather Ann Swan
Heather Ann Swan is listed as Cco at R.i.t. Wealth Advisors Inc. in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of R.i.t. Wealth Advisors Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heather Ann Swan work?
Heather Ann Swan is listed as Cco at R.i.t. Wealth Advisors Inc. on SEC Form ADV.
How much of R.i.t. Wealth Advisors Inc. does Heather Ann Swan own?
Form ADV reports a beneficial ownership band of Under 5%.
R.i.t. Wealth Advisors Inc.
| Title | Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |