SWMG, LLC
CRD #166688 SEC #801-116898 FORT WORTH, TX 817-210-3444
SEC Registered
Total AUM
$320.1M
Discretionary
$0
Employees
5
Clients
11
Accounts
1,388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $320.1M | $0 | $320.1M | 5 | 0 |
| Jul 2025 | $320.1M | $0 | $320.1M | 5 | 0 |
| May 2025 | $320.1M | $0 | $320.1M | 5 | 0 |
| Mar 2025 | $320.1M | $0 | $320.1M | 5 | 0 |
| Aug 2024 | $249M | $249M | $0 | 5 | 0 |
| Apr 2024 | $249M | $249M | $0 | 5 | 0 |
| Nov 2023 | $196.4M | $0 | $196.4M | 5 | 0 |
| Nov 2023 | $196.4M | $0 | $196.4M | 6 | 0 |
| Oct 2023 | $196.4M | $0 | $196.4M | 6 | 0 |
| Oct 2023 | $196.4M | $0 | $196.4M | 6 | 0 |
| Sep 2023 | $196.4M | $0 | $196.4M | 6 | 0 |
| May 2023 | $196.4M | $0 | $196.4M | 5 | 0 |
| Mar 2023 | $196.4M | $0 | $196.4M | 4 | 0 |
| Sep 2022 | $221.7M | $221.7M | $0 | 4 | 0 |
| Mar 2022 | $221.7M | $221.7M | $0 | 4 | 0 |
| Sep 2021 | $158.9M | $158.9M | $0 | 2 | 0 |
| Mar 2021 | $158.9M | $158.9M | $0 | 2 | 0 |
| Aug 2020 | $135.1M | $135.1M | $0 | 2 | 0 |
| Jun 2020 | $135.1M | $135.1M | $0 | 2 | 0 |
| Apr 2020 | $135.1M | $135.1M | $0 | 2 | 0 |
| Apr 2020 | $135.1M | $135.1M | $0 | 2 | 0 |
| Jun 2019 | $110.6M | $110.6M | $0 | 2 | 0 |
DateNov 2025
Total AUM$320.1M
Discretionary$0
Non-Disc.$320.1M
Employees5
Clients0
DateJul 2025
Total AUM$320.1M
Discretionary$0
Non-Disc.$320.1M
Employees5
Clients0
DateMay 2025
Total AUM$320.1M
Discretionary$0
Non-Disc.$320.1M
Employees5
Clients0
DateMar 2025
Total AUM$320.1M
Discretionary$0
Non-Disc.$320.1M
Employees5
Clients0
DateAug 2024
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees5
Clients0
DateNov 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees6
Clients0
DateOct 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees6
Clients0
DateOct 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees6
Clients0
DateSep 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees6
Clients0
DateMay 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees5
Clients0
DateMar 2023
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees4
Clients0
DateSep 2022
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees2
Clients0