Investment adviser · CRD 292755
SWAN WEALTH ADVISORS, LLC
Investment adviser filing (IA)
DURANGO, CO, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $98M Form ADV · Item 5.F
- Client accounts
- 47 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Other clients | 47 | $98,043,665 | 100.0% |
Filing source
Form ADV 2082230 · Mar 25, 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: Mar 25, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Fixed
Principal office
1099 MAIN AVE., SUITE 206DURANGO, CO, 81301, United States
CRD 292755
Filing source
Form ADV 2082230 · Mar 25, 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.