CRD: 317303
SCW Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2022
- Office Locations
- 1
Office Locations
About SCW Wealth Management, LLC
SCW Wealth Management is a boutique wealth management firm delivering high-touch financial planning and discretionary, proactively monitored portfolio management. The practice supports clients through retirement income planning, college planning, and wealth-transfer planning for future generations. Portfolios commonly use ETFs alongside funds and cash, and the firm reports custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Scott Christopher Wardrop
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2363246
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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