SW PRIVATE WEALTH, LLC

Overview

SW Private Wealth, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individuals and families, and it also provides portfolio management for small businesses. Core service offerings are financial planning and discretionary portfolio management delivered alongside a flexible fee model that can include a percentage of assets under management, hourly billing, fixed fees, and other arrangements. The adviser does not present itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices