Swift Creek Wealth Management

Overview

Swift Creek Wealth Management is a small independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm structures client engagements across percentage-of-AUM, hourly, and fixed-fee arrangements, and it does not position itself as an ESG-driven or multi-state adviser. Given its owner-type classification as an individual and client base concentrated on individual and family relationships, the firm appears to run a boutique practice that emphasizes personalized planning and managed accounts rather than high-volume institutional work. Investment activity centers on pooled public funds and mutual funds as the primary vehicles for client portfolios, with limited evidence of direct equity or ETF concentration. The firm reports using outside alternative managers for hedge fund and real estate exposures, suggesting it complements core mutual fund allocations with select third-party alternative strategies when appropriate. Services listed emphasize traditional wealth advisory work—financial planning plus portfolio management—rather than pension consulting or broad capital allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices