Investment adviser · CRD 116564
SWEENEY FINANCIAL ADVISORS
Investment adviser filing (IA)
SFM, LLC
BEDFORD, NH, United States · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $403M Form ADV · Item 5.F
- Client accounts
- 806 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $343,029,765 | 85.1% |
| Individuals | 147 | $51,001,062 | 12.6% |
| Retirement plans | 11 | $8,784,496 | 2.2% |
| Corporations & businesses | Fewer than 5 | $369,749 | 0.1% |
Filing source
Form ADV 2123558 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
360 ROUTE 101 SUITE 10BEDFORD, NH, 03110, United States
CRD 116564
Filing source
Form ADV 2123558 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.