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Swad Wealth Management, LLC

EST. AUM
$111,061,079

CONTACTS

CLIENT ACCOUNTS
192

Firm Details

Metro area San Francisco
CRD Number 319218
Website swadwealth.com
Client types

Overview

Swad Wealth Management, LLC is an independent, fee-only registered investment adviser headquartered in Santa Rosa, California. Founded by Zack Swad, the firm specializes in comprehensive retirement planning and discretionary investment management, particularly for individuals over age 50, pre-retirees, retirees, and high-net-worth households. Its services integrate portfolio management with retirement income, tax, estate, insurance, charitable-giving, and financial planning. The investment process emphasizes evidence-based research, customized portfolios, diversification, adaptive risk management, low-cost investments, and tax efficiency. Current regulatory-derived data indicates approximately $111.1 million in assets under management across 49 clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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