SWMG, LLC

SWMG, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 166688). Regulatory assets under management: $430.4M.

Registration

• CRD: 166688
• SEC file number: 801-116898
• Type: Registered investment adviser
• Location: 3343 LOCKE AVE, STE 107, FORT WORTH, TX, 76107
• Phone: 817-210-3444
• Latest filing: 2026-07-07
• Regulatory AUM: $430.4M
• Discretionary AUM: $425.2M
• Non-discretionary AUM: $5.1M
• Clients: 19
• Accounts: 1,652

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search