SWELL COLLECTIVE MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
327353
Registered since
June 27, 2023

Firm profile

FINTRX

Overview

Swell Collective Management is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is classified in the dataset as unclassified rather than as a traditional advisory firm. Its primary role is operating as a sponsor, general partner and managing member of pooled investment vehicles rather than acting as a third‑party capital allocator or a multi‑state advisory practice. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeremy Andrus

    President and CEOCRD 7772239

  • AARON EVANS

    CCO & CFOCRD 5914024

Contacts

1 of 1
  • Aaron DeRose

    Co-Founder and PartnerCRD 7772241

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, in the West of the United States.

Region
West
County
UTAH
Address
2701 N Thanksgiving Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth