SWAN WEALTH ADVISORS, LLC
Durango, United States · CRD 292755
SEC-registered investment adviser since 2018 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$98.0m
- Websiteswanglobalinvestments.com
- Form ADV · 2026-03-25SEC adviser record
- Kindmutual funds
- Others nearbyDurango, CO, Dallas, TX
- FamilySwan Capital Management, LLC · 2 related pages · largest: Swan Capital Management, LLC
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Durango, CO (main office)United States | |
| Dallas, TXUnited States | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.