William Robert Swartz
OwnerSfg Wealth Management, LLCCRD 2348798
About William Robert Swartz
William Robert Swartz is listed as Owner at Sfg Wealth Management, LLC in Towson, MD. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Sfg Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does William Robert Swartz work?
William Robert Swartz is listed as Owner at Sfg Wealth Management, LLC on SEC Form ADV.
How much of Sfg Wealth Management, LLC does William Robert Swartz own?
Form ADV reports a beneficial ownership band of 25-50%.
Sfg Wealth Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |