Swad Wealth Management, LLC
Santa Rosa, California
Swad Wealth Management, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 48 individual clients, 29 of them high net worth.
- Its average account is about $578,000 (assets it manages divided by its 192 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Rosa, California |
|---|---|
| Website | swadwealth.com |
| [email protected] | |
| Phone | (768) 763-0843 |
Questions about Swad Wealth Management, LLC
How is Swad Wealth Management, LLC paid?
Swad Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Swad Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Swad Wealth Management, LLC.
What is the average account at Swad Wealth Management, LLC?
Swad Wealth Management, LLC's average account is about $578,000. That's the assets on its Form ADV divided by its 192 accounts.
What does Swad Wealth Management, LLC specialize in?
Swad Wealth Management, LLC's advisors and website list retirement planning.
Swad Wealth Management, LLC fees
Swad Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $111 million |
| Individual clients | 19 |
| High-net-worth clients | 29 |
| Accounts managed | 192 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-137035) |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 319218 |