Swan Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durango, CO. Its latest Form ADV filing, dated March 25, 2026, reports $98M in regulatory assets under management, 2 employees, 1 office, and 47 accounts.
Assets Under Management
$98M
Employees
2
Offices
1 office
Total Clients
47
Primary office
DURANGO, CO
1099 MAIN AVE., SUITE 206, DURANGO, CO, United States
Top client segmentFAMILY OFFICE represent 100.0% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE
100.0%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$98Mas of March 25, 2026
Discretionary100.0%
$98M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$98M
Total Accounts47
10Y AUM Change+$98M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.