# SWAD WEALTH MANAGEMENT, LLC

SWAD WEALTH MANAGEMENT, LLC of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 319218
- Type: SEC-registered investment adviser
- SEC file number: 801-137035
- Location: 100 STONY POINT RD, SUITE 244, SANTA ROSA, CA, 95401
- Phone: (707) 899-1010
- Latest filing: 2026-07-08
- Regulatory AUM: $111.1M
- Discretionary AUM: $111.1M
- Clients: 2
- Accounts: 192

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Zachariah Swad | MANAGING MEMBER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319218/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319218/similar
- Related entities: https://search.stillhousedata.com/firm/319218/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319218

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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.