Sw Private Wealth, LLC

Sw Private Wealth, LLC (CRD# 289362) is a financial advisory firm headquartered in Needham, MA. They manage $37,555,234 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 2nd Avenue, Suite 605, Needham, MA 02494
https://www.swpwllc.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $368,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sw Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Annette Sun, financial advisor Needham MA
Annette Sun
CRD#: 4623077
75 2nd Avenue, Suite 605, Needham, MA 02494

Annette Sun (CRD# 4623077) is an Investment Advisor Representative working at Sw Private Wealth, LLC in Needham, MA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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