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Swan Wealth Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Swan Wealth Management has about 6 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (71%) and United Kingdom Of Great Britain And Northern Ireland (29%). Community & Social Services and Banking make up over half of the profiles with a known department.

Find Swan Wealth Management employees' phone numbers or email addresses

Swan Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

North America accounts for 71% of Swan Wealth Management's workforce, followed by Europe (29%).

Swan Wealth Management's Leadership

  • Office Manager at Swan Wealth Management
    L. S.
    Office Manager
    Mobile Phone
  • Investment Advisor Representative at Swan Wealth Management
    J. K.
    Investment Advisor Representative
    Mobile Phone
  • Administrative Assistant at Swan Wealth Management
    J. H.
    Administrative Assistant
    Mobile Phone
  • Administrative Assistant at Swan Wealth Management
    S. Y. M.
    Administrative Assistant
    Mobile Phone

Swan Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Other

Community & Social Services is the largest department at 67% of profiles with a known department, followed by Banking (33%).

Contact profiles from Swan Wealth Management

Name
Title
Contact
Location
Last Update
  • Office Manager at Swan Wealth Management
    L. S.
    Office Manager
    Mobile Phone
    United States, Nebraska
    Oct 20, 2025
  • Investment Advisor Representative at Swan Wealth Management
    J. K.
    Investment Advisor Representative
    Mobile Phone
    United States, Colorado
    Apr 16, 2026
  • Administrative Assistant at Swan Wealth Management
    J. H.
    Administrative Assistant
    Mobile Phone
    United States, Colorado
    Mar 25, 2026
  • Administrative Assistant at Swan Wealth Management
    S. Y. M.
    Administrative Assistant
    Mobile Phone
    United States, Texas
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at Swan Wealth Management?

Minus sign iconPlus sign iconCommunity & Social Services is the largest department at 67% of profiles with a known department, followed by Banking (33%).

Where are Swan Wealth Management's employees located?

Minus sign iconPlus sign iconSwan Wealth Management has about 6 employees across 2 continents, most of them in North America. North America accounts for 71% of Swan Wealth Management's workforce, followed by Europe (29%). By country, the largest groups are United States Of America (71%) and United Kingdom Of Great Britain And Northern Ireland (29%).

How many employees does Swan Wealth Management have currently?

Minus sign iconPlus sign iconSwan Wealth Management has approximately 6 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Swan Wealth Management's key employees and leadership?

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As of September 2026, Swan Wealth Management's key employees include:

  • Office Manager: L. S.
  • Investment Advisor Representative: J. K.
  • Administrative Assistant: J. H.
  • Administrative Assistant: S. Y. M.

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What is Swan Wealth Management known for?

Minus sign iconPlus sign iconSwan Wealth Management was founded in 2010 and operates in the Financial Services industry. Explore Swan Wealth Management's company overview page for more information.

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