# SW PRIVATE WEALTH, LLC

SW PRIVATE WEALTH, LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 289362
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289362/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289362/similar
- Related entities: https://search.stillhousedata.com/firm/289362/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289362

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.