What departments does Swan Wealth Management have?

Swan Wealth Management has employees across 2 departments including Administrative, Finance.

What is the largest department at Swan Wealth Management?

The largest department at Swan Wealth Management is Administrative with 1 employees.

Where are Swan Wealth Management employees located globally?

Swan Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Swan Wealth Management's team size changed over time?

Swan Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

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Swan Wealth Management Employee Directory

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

Find Swan Wealth Management employees' phone numbers or email addresses

Swan Wealth Management Global Highlights

North America
4

United States Of America
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Swan Wealth Management's Leadership

L. S.
Office Manager
Mobile Phone
Email
J. K.
Investment Advisor Representative
Mobile Phone
Email
J. H.
Administrative Assistant
Mobile Phone
Email
S. Y. M.
Administrative Assistant
Mobile Phone
Email

Swan Wealth Management Employee Metrics

100%

50%

2026

2025

Community & Social Services
Banking
Accounting
Administrative
Analytics
Other

Contact profiles from Swan Wealth Management

Name

Title

Contact Info

Location

Last Update

L. S.
Office Manager
Mobile Phone
Email
United StatesNebraska
Oct 20, 2025
J. K.
Investment Advisor Representative
Mobile Phone
Email
United StatesColorado
Nov 17, 2025
J. H.
Administrative Assistant
Mobile Phone
Email
United StatesColorado
Mar 25, 2026
S. Y. M.
Administrative Assistant
Mobile Phone
Email
United StatesTexas
Oct 22, 2024

Frequently Asked Questions

What is Swan Wealth Management known for?

Swan Wealth Management was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 5925 Lehman Drive Suite #4 Colorado Springs, Colorado 80918 United States. Explore Swan Wealth Management's company overview page for more information.

What is Swan Wealth Management's most common email format?

Swan Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Swan Wealth Management email formats with LeadIQ.

How many employees does Swan Wealth Management have currently?

Swan Wealth Management has approximately 4 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of March 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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