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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2020
- Office Locations
- 1
Office Locations
About SW Advisors, LLC
SW Advisors (SWA) is a Michigan-based wealth management and consulting firm offering a consolidated, SEC-compliant outsourced buy-side trading desk for RIAs and small investment firms, including best-execution program design, transaction cost analysis, and broker committee support. It also provides RIA coaching and fee-only, transparent portfolio management using individualized asset allocation aligned to each client’s goals and risk tolerance.
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Owner & Executives
SCOTT M WLOSZEK
Chief Compliance Officer, Managing Member
- CRD
- #7209624
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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