SWAN WEALTH ADVISORS, LLC

Overview

Swan Wealth Advisors, LLC is an SEC-registered, fee-based advisory firm organized as an LLC and controlled by an individual owner. The firm runs a compact, equity-first investment program: roughly eight to nine tenths of client assets sit in exchange-traded equities, and discretionary portfolio management is the norm. Swan uses both percentage-of-AUM and fixed-fee billing, and it maintains an affiliated adviser relationship that it leverages for service or investment delivery. Investment activity centers on liquid, tradable equity exposures supplemented by mutual funds and third‑party real estate allocations. Swan is not positioned as an active ESG-focused manager; its playbook emphasizes core equity exposure for growth and liquidity, while tapping external managers for specialist alternatives when clients require income, diversification or real-assets exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices