CRD: 300260
Swift Creek Wealth Management
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2019
- Office Locations
- 1
Office Locations
About Swift Creek Wealth Management
Swift Creek Wealth Management is an independent, fee-only RIA in Chesterfield (Richmond), VA offering retirement-focused financial planning, discretionary asset management, or an integrated planning + portfolio management relationship for individuals and families. The firm emphasizes rational, risk-appropriate guidance with no commissions or quotas; founder John Hopkins (ex-US Navy flight officer, former Vanguard 401(k) conversion specialist) leads the practice.
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Investment Themes
Investment Vehicles
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Owner & Executives
JOHN ANDREW HOPKINS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3114167
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,026,356 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,026,356 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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