RIA Intel›Advisers›Massachusetts›SW PRIVATE WEALTH, LLC

SW PRIVATE WEALTH, LLC

Advisory

NEEDHAM, MA

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in MA

#1,207

of 1,590 advisers by AUM

Average account

$398K

across 101 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$0

Non-Discretionary AUM$40M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GL CAPITAL PARTNERS, LLC

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