# SW Private Wealth, LLC

> SW Private Wealth, LLC is a state-registered investment advisory firm in Needham, MA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 289362
- Filed as: SW PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289362
- AdvisorCensus page: https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362

## Quick answers

**How is SW Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SW Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SW Private Wealth, LLC located?**
SW Private Wealth, LLC's principal office is in Needham, MA, according to its Form ADV.

**Is SW Private Wealth, LLC registered with the SEC or a state?**
SW Private Wealth, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289362.

**How much does SW Private Wealth, LLC manage?**
SW Private Wealth, LLC reports $40,221,104 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (0% discretionary).

**What types of clients does SW Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (14).

**Does SW Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289362

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $40,221,104
- Discretionary: $0
- Non-discretionary: $40,221,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $9,987,578 |
| High net worth individuals | 14 | $30,233,526 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- swpwllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SW Private Wealth, LLC (CRD 289362): Form ADV filing data as of October 2026.