SWAN WEALTH ADVISORS, LLC
CRD #292755 SEC #801-112612 DURANGO, CO 970-382-8901
SEC Registered
Total AUM
$89.8M
Discretionary
$89.8M
Employees
3
Clients
0
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $89.8M | $89.8M | $0 | 3 | 0 |
| Mar 2024 | $85.7M | $85.7M | $0 | 3 | 0 |
| Mar 2023 | $69.5M | $69.5M | $0 | 3 | 0 |
| Oct 2022 | $87M | $87M | $0 | 2 | 0 |
| Mar 2022 | $87M | $87M | $0 | 2 | 0 |
| Mar 2021 | $103.5M | $103.5M | $0 | 2 | 0 |
| Jun 2020 | $65.9M | $65.9M | $0 | 3 | 0 |
| Mar 2020 | $65.9M | $65.9M | $0 | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0