SWAD WEALTH MANAGEMENT LLC

Overview

Swad Wealth Management LLC is an independent, owner-managed registered investment adviser serving individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, running a fee schedule that includes a percentage of assets under management plus hourly and fixed fees. Investment activity shows a clear tilt toward fixed-income: the largest share of client capital is allocated to investment‑grade corporate bonds, and the manager preference is for income-generating, capital‑preserving strategies rather than concentrated equity risk. Portfolio construction appears to follow a core fixed‑income orientation with satellite allocations to diversify return sources. The firm makes use of separately managed account structures and third‑party fund managers when appropriate, blending mutual funds and annuities into client solutions for baseline exposure, while reserving alternatives — hedge funds, private placements, real estate, managed futures and REITs — for diversification and return enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices