Swords Wealth Management, LLC

Swords Wealth Management, LLC (CRD# 172563) is a financial advisory firm headquartered in Lindale, TX. They manage $19,896,146 in 436 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $45,633
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
  • 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.

TX

Financial Advisors at Swords Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin H. Dean
CRD#: 1985201
1026 Pruitt Place, Tyler, TX 75703
96
Wealthminder
score

Benjamin Dean (CRD# 1985201) is an Investment Advisor Representative working at Swords Wealth Management, LLC in Tyler, TX and has over 27 years of experience in the finance industry. Benjamin Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steve A. Swords
CRD#: 1738604
17074 Hwy 20 W., Lindale, TX 75771
93
Wealthminder
score

Steve Swords (CRD# 1738604) is an Investment Advisor Representative working at Swords Wealth Management, LLC in Lindale, TX and has over 29 years of experience in the finance industry.

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