SWAN WEALTH MANAGEMENT LLC

SWAN WEALTH MANAGEMENT LLC of EDINA, MN is an SEC-registered investment adviser (CRD 340388).

Registration

• CRD: 340388
• Type: Registered investment adviser
• Location: 7400 METRO BLVD, EDINA, MN, 55439
• Phone: 952-893-2922
• Latest filing: 2026-05-19
• Clients: 3

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340388 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search