Swaimbrown Wealth Management LLC

Swaimbrown Wealth Management LLC (CRD# 133492) is a financial advisory firm headquartered in Clinton, SC. They manage $42,523,473 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $283,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Swaimbrown Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles E. Brown
CRD#: 4893305
350 East St. John Street, Spartanburg, SC 29304
93
Wealthminder
score

Charles Brown (CRD# 4893305) is an Investment Advisor Representative working at Swaimbrown Wealth Management LLC in Spartanburg, SC and has over 17 years of experience in the finance industry.

2
J J. Peay
CRD#: 4893314
301 North Broad Street, Clinton, SC 29325
93
Wealthminder
score

J Peay (CRD# 4893314) is an Investment Advisor Representative working at Swaimbrown Wealth Management LLC in Clinton, SC and has over 17 years of experience in the finance industry.

3
David F. Ramage
CRD#: 4201521
301 North Broad Street, Clinton, SC 29325
93
Wealthminder
score

David Ramage (CRD# 4201521) is an Investment Advisor Representative working at Swaimbrown Wealth Management LLC in Clinton, SC and has over 16 years of experience in the finance industry.

4
Michael N. Swaim
CRD#: 4893309
350 East St. John Street, Spartanburg, SC 29304
93
Wealthminder
score

Michael Swaim (CRD# 4893309) is an Investment Advisor Representative working at Swaimbrown Wealth Management LLC in Spartanburg, SC and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.