W. Swartz & Company, LLC

W. Swartz & Company, LLC (CRD# 256786) is a financial advisory firm headquartered in , . They manage $743,103 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $82,567
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MO, TX

Financial Advisors at W. Swartz & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wyatt W. Swartz
CRD#: 5816402
Washington, MO
90
Wealthminder
score

Wyatt Swartz (CRD# 5816402) is an Investment Advisor Representative working at W. Swartz & Company, LLC in Washington, MO and has over 5 years of experience in the finance industry.

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