SW ADVISORS, LLC

SW ADVISORS, LLC of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 306940). Regulatory assets under management: $16.0M.

Registration

• CRD: 306940
• Type: Registered investment adviser
• Location: 706 WOODCREST AVE, ROYAL OAK, MI, 48067
• Phone: 248-404-8453
• Latest filing: 2026-02-03
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search