SWARTZ WEALTH MANAGEMENT LLC

SWARTZ WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 337684).

Registration

• CRD: 337684
• Type: Registered investment adviser
• Phone: 269-832-2433
• Latest filing: 2026-01-22
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search