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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| RAMAGE, DAVID, FRANKLIN | I | MANAGING DIRECTOR / CCO | NA | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | E | Control |
| KEIM, SCOTT | I | MEMBER | C | Control |
| KEIM, SCOTT | I | MEMBER | C | Control |
| KEIM, SCOTT | I | MEMBER | C | Control |
| KEIM, SCOTT | I | MEMBER | C | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | C | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | C | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | C | Control |
| PEAY, J, JAY | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (2)
NC SC
Address
301 NORTH BROAD STREETCLINTON, SC 29325
United States
Phone: 864-547-8018