SW PRIVATE WEALTH, LLC

SW PRIVATE WEALTH, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 289362). Regulatory assets under management: $40.2M.

Registration

• CRD: 289362
• Type: Registered investment adviser
• Location: 75 2ND AVENUE, NEEDHAM, MA, 02494
• Phone: 617-866-0998
• Latest filing: 2026-05-14
• Regulatory AUM: $40.2M
• Non-discretionary AUM: $40.2M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search