SwellCraft Capital

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Mill Valley
CRD Number
Website swellcraftcapital.com
Client types

Overview

SwellCraft Capital is a Mill Valley, California-based private wealth advisory firm specializing in comprehensive financial and family office services for ultra-high net worth (UHNW) families. Founded by Dylan DeWitt Sage, who brings 18+ years of experience in multi-generational wealth management, the firm has been advising UHNW families for over 20 years on investment management, governance, tax and estate planning, and philanthropy. SwellCraft constructs diversified multi-asset class portfolios employing institutional-grade due diligence across equities, fixed income, private equity, private debt, hedge funds, and real assets. The firm delivers investment advisory services through Belpointe Asset Management, LLC (CRD #143440), an SEC-registered investment adviser, ensuring independent and conflict-free guidance. SwellCraft distinguishes itself through deep expertise in sustainable and impact investing, shareholder engagement, and generational wealth transition planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

SwellCraft Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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