RIA Intelligence

SWELL COLLECTIVE MANAGEMENT, LLC

Legal name: SWELL COLLECTIVE MANAGEMENT

CRD #327353 SEC #802-128427 LEHI, UT 801-560-8450
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Apr 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, AARON, JOSEPHICFO, CCONA Control
EVANS, AARON, JOSEPHICFO, CCONA Control
EVANS, AARON, JOSEPHICFO, CCONA Control
Andrus, Jeremy, BrentIADVISORD Control
Andrus, Jeremy, BrentIADVISORD Control
Andrus, Jeremy, BrentIADVISORD Control
DeRose, Aaron, LouisIMANAGING DIRECTORD Control
DeRose, Aaron, LouisIMANAGING DIRECTORD Control
DeRose, Aaron, LouisIMANAGING DIRECTORD Control
Andrus, Jeremy, BrentIADVISORC Control
Andrus, Jeremy, BrentIADVISORC Control
DeRose, Aaron, LouisIMANAGING DIRECTORC Control
DeRose, Aaron, LouisIMANAGING DIRECTORC Control
EVANS, AARON, JOSEPHICFO, CCOB Control
EVANS, AARON, JOSEPHICFO, CCOB Control

Registrations

Federal

ERA
Apr 29, 2025 REGISTERED

Address

2701 N THANKSGIVING WAY
#100
LEHI, UT 84043
United States
Phone: 801-560-8450