SWELL COLLECTIVE MANAGEMENT
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 327353
- Registered since
- June 27, 2023
Firm profile
FINTRXOverview
Swell Collective Management is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is classified in the dataset as unclassified rather than as a traditional advisory firm. Its primary role is operating as a sponsor, general partner and managing member of pooled investment vehicles rather than acting as a third‑party capital allocator or a multi‑state advisory practice. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jeremy Andrus
President and CEOCRD 7772239
AARON EVANS
CCO & CFOCRD 5914024
Contacts
1 of 1Aaron DeRose
Co-Founder and PartnerCRD 7772241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2701 N Thanksgiving Way
- Time zone
- MT (UTC-7)
- Office locations
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