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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2017
- Office Locations
- 1
Office Locations
About SW Private Wealth, LLC
SW Private Wealth, LLC is a fee-only, fiduciary RIA in Needham, MA providing comprehensive financial planning and investment management, including retirement, education, cash-flow, and tax-aware strategies, with coordination and referrals for estate and tax professionals. The firm emphasizes concierge-level, one-on-one guidance and second-opinion reviews, and custodies assets with Charles Schwab.
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Investment Themes
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Owner & Executives
ANNETTE SUN
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, President
- CRD
- #4623077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,221,104 | -- |
| Total | $40,221,104 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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