Investment adviser · CRD 329397

SWENSON HUGHES WEALTH MANAGEMENT

Investment adviser filing (IA)

SWENSON HUGHES WEALTH MANAGEMENT, LLC

PRESCOTT, AZ, United States · Form ADV filed Jan 17, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jan 17, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

3623 CROSSINGS DRIVE, STE. 324
PRESCOTT, AZ, 86305, United States

CRD 329397

Filing source

Form ADV 1804355 · Jan 17, 2024 · 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.