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- Custodian
- Charles Schwab & Company · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2022
- Office Locations
- 1
Office Locations
About Swad Wealth Management LLC
Swad Wealth Management is a Santa Rosa, CA RIA focused on retirement planning for people age 50+ and those transitioning into their next life phase. Through its Retirement Clarity Process, the firm delivers a custom retirement plan and ongoing wealth management, including professionally managed portfolios, detailed investment analysis, and tax-minimization strategies such as tax-loss harvesting and asset location. Clients get 2–4 scheduled meetings per year plus on-demand support and a 24/7 planning dashboard.
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Owner & Executives
KEVIN ZACHARIAH SWAD
Chief Compliance Officer, Managing Member
- CRD
- #5936572
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,061,079 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,061,079 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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