Swmg, LLC

RIASEC Registered

Total AUM

$430M

Discretionary

$425M

99% of AUM

Avg account

$261K

Accounts

1,652

Employees

19

Advisory reps

8

Firm details

Headquarters: Fort Worth, Texas
CRD number: 166688
Registered since: July 3, 2019
Website: strittmatterwealth.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.76%
Individuals23.24%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Swmg, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Swmg is not structured as a capital allocator and does not identify as an active ESG investor; it also lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities78%
US Government Bonds18%
Public Funds/Mutual Funds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 121

Active vs passive

$493M in ETFs

Passive

75%

$370M

Active

15%

$122M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$122M	159,464	24.84%

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Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Tarrant
Address: 3343 Locke Ave
Time zone: CT (UTC-6)
Office locations

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