SWAN Wealth Advisors LLC
Legal Name: SWAN WEALTH ADVISORS, LLC
Other Info
SWAN Wealth Advisors LLC is a Delaware Limited Liability Company with three employees, all in advisory roles. The number of clients served by the company is undisclosed, but it is approved by the U.S. Securities and Exchange Commission, with a registration date of March 16, 2018.
Public
Swan Global Investments offers time-tested hedged equity solutions to help long-term investors generate consistent returns & protect irreplaceable capital.
Direct Owners
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BRADLEY OWEN ACKERMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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EUGENE WILLIAM MILLER
PRESIDENT owns less than 5%
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RANDALL WILLIAM SWAN
CEO owns less than 5%
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SWAN GLOBAL HOLDINGS-US, LLC
MEMBER owns 75% or more
Indirect Owners
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RANDALL WILLIAM SWAN
OWNER owns more than 50% but less than 75%
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RANDALL WILLIAM SWAN
OWNER owns more than 50% but less than 75%
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SWAN CAPITAL MANAGEMENT HOLDINGS, INC
OWNER owns more than 25% but less than 50%
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SWAN WEALTH ADVISORS HOLDINGS, INC
OWNER owns more than 25% but less than 50%