SWAN WEALTH ADVISORS, LLC

SWAN WEALTH ADVISORS, LLC of DURANGO, CO is an SEC-registered investment adviser (CRD 292755). Regulatory assets under management: $98.0M.

Registration

• CRD: 292755
• SEC file number: 801-112612
• Type: Registered investment adviser
• Location: 1099 MAIN AVE., SUITE 206, DURANGO, CO, 81301
• Phone: 970-382-8901
• Latest filing: 2026-03-25
• Regulatory AUM: $98.0M
• Discretionary AUM: $98.0M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM, Fixed.

Clients served: Other.

Officers, owners & control persons (9)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292755 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search