SCW Wealth Management, LLC

Overview

SCW Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm provides financial planning and portfolio management for individuals and small businesses, operating largely as a discretionary manager across client accounts. Investment activity centers on liquid equity exposures—exchange-traded equities make up the single largest bucket of invested assets—while mutual funds and select alternative allocations supplement core equity and fixed-income sleeves. The adviser does not position itself as a pension consultant or multi-state adviser and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices