RIA Intel›Advisers›Minnesota›SWAN WEALTH MANAGEMENT LLC

SWAN WEALTH MANAGEMENT LLC

Advisory

MN

Data as of Aug 19, 2026 · Source: SEC Form ADV

Rank in MN

#480

of 511 advisers by AUM

Average account

$241K

across 205 accounts

AUM per adviser

$16M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, MN

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

71 clients

10 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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JASON JANES WEALTH MANAGEMENT, INC.

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STANTON INVESTMENT SERVICES, INC.

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