SWAIMBROWN WEALTH MANAGEMENT LLC
CRD #133492 SEC #801-113689 CLINTON, SC 864-547-8018
SEC Registered
Total AUM
$137.7M
Discretionary
$137.7M
Employees
2
Clients
--
Accounts
93
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $137.7M | $137.7M | $0 | 2 | 0 |
| Mar 2023 | $137.7M | $137.7M | $0 | 2 | 0 |
| Mar 2022 | $156.8M | $156.8M | $0 | 2 | 0 |
| Feb 2021 | $142.8M | $142.8M | $0 | 2 | 0 |
| Feb 2021 | $142.8M | $142.8M | $0 | 2 | 0 |
| Sep 2020 | $126.8M | $126.8M | $0 | 2 | 0 |
| May 2020 | $126.8M | $126.8M | $0 | 2 | 0 |
| Jan 2020 | $126.8M | $126.8M | $0 | 2 | 0 |
| Mar 2019 | $100.7M | $100.7M | $0 | 2 | 0 |
| Mar 2019 | $100.7M | $100.7M | $0 | 2 | 0 |
| Mar 2019 | $100.7M | $100.7M | $0 | 2 | 0 |
| Oct 2018 | $100.8M | $100.8M | $0 | 4 | 0 |
| Aug 2018 | $100.8M | $100.8M | $0 | 4 | 0 |
| Jun 2018 | $100.8M | $100.8M | $0 | 4 | 0 |
DateMar 2023
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0