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SWAN WEALTH ADVISORS, LLC
CRD 292755File 801-112612
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$98.0M
Bottom 25% of cohort (national)
Discretionary AUM
$98.0M
Clients
0
47 accounts
Employees
2
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 16, 2018
- Principal office
- 1099 MAIN AVE., SUITE 206, DURANGO, CO, 81301
- Phone
- 970-382-8901
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $98.0M
- Discretionary AUM
- $98.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 47 | 0 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.