Insights

Niche Market Focus Swan Wealth Management specializes in personalized wealth solutions for clients seeking to secure their financial future, including education funding, retirement planning, and philanthropy, indicating opportunities to tailor high-touch financial services.

Technology Adoption The firm leverages advanced tools like Riskalyze, built on Nobel Prize-winning frameworks, suggesting a commitment to data-driven, unbiased advice, which could appeal to clients valuing innovative and ethical financial planning.

Growth Potential With revenue between 1 million and 10 million and a small team of 2-10 employees, Swan Wealth Management offers room for scalable service expansion and value-added offerings targeting high-net-worth individuals.

Competitive Positioning As an independent, fee-only advisory, the company emphasizes transparency and conflict-free advice, positioning itself attractively against larger firms with more complex fee structures and potential conflicts.

Market Opportunity Operating in Colorado Springs with a focus on comprehensive financial planning, Swan Wealth Management can capitalize on local high-net-worth demographics and the increasing demand for personalized wealth management services.

Similar companies to Swan Wealth Management

Swan Wealth Management Tech Stack

Swan Wealth Management uses 8 technology products and services including Moat, Cloudflare CDN, Open Graph, and more. Explore Swan Wealth Management's tech stack below.

Moat
Analytics
Cloudflare CDN
Content Delivery Network
Open Graph
Content Management System
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
Modernizr
Javascript Libraries
Cloudflare Bot Management
Security
AddThis
Widgets

Media & News

Swan Wealth Management partners with Riskalyze, Inc..
This is why Swan Wealth Management has partnered with Riskalyze, which is built on NOBEL PRIZE WINNING framework - Swan Wealth Management replace subjective and emotion based terms like “conservative” and “aggressive” with logic based personalized scores.
Dec 31, 2019 | www.swanwealthmanagement.com

Swan Wealth Management's Email Address Formats

Swan Wealth Management uses at least 1 format(s):

Swan Wealth Management Email Formats	Example	Percentage

Frequently Asked Questions

Where is Swan Wealth Management's headquarters located?

Swan Wealth Management's main headquarters is located at 5925 Lehman Drive Suite #4 Colorado Springs, Colorado 80918 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Swan Wealth Management's official website and social media links?

Swan Wealth Management's official website is swanwealthmanagement.com and has social profiles on LinkedIn.

What is Swan Wealth Management's NAICS code?

Swan Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Swan Wealth Management have currently?

As of March 2026, Swan Wealth Management has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include Office Manager: L. S.Investment Advisor Representative: J. K.Administrative Assistant: J. H.. Explore Swan Wealth Management's employee directory with LeadIQ.

What industry does Swan Wealth Management belong to?

Swan Wealth Management operates in the Financial Services industry.

What technology does Swan Wealth Management use?

Swan Wealth Management's tech stack includes MoatCloudflare CDNOpen GraphGoogle Fonts APIjQuery UIModernizrCloudflare Bot ManagementAddThis.

When was Swan Wealth Management founded?

Swan Wealth Management was founded in 2010.

Swan Wealth Management

Q: How many employees does Swan Wealth Management have currently?

Swan Wealth Management has approximately 4 employees.

Q: What technology does Swan Wealth Management use?

Swan Wealth Management's tech stack includes Font Awesome, cdnjs, FMG Suite, Amazon S3, Datadog.

Q: What is Swan Wealth Management's NAICS code?

Swan Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

Swan Wealth Management., a Wealth Management  located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.

We offer caring, comprehensive Investment and Wealth management, focused on our clients most important goals, such as funding college for your children, achieving a comfortable retirement, and philanthropy.

As an independent advisory firm, we answer directly to our clients – and we have a legal and ethical duty to place their interests first. We work on a fee-only basis to ensure that we provide advice that is unbiased and unconflicted

Company Overview

Headquarters: 5925 Lehman Drive Suite #4 Colorado Springs, Colorado 80918 United States
Website: swanwealthmanagement.com
NAICS Code: 52 - Finance and Insurance
Founded: 2010
Employees: 2-10