# Swell Collective Management

> Swell Collective Management is an exempt reporting adviser in Lehi, UT, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 327353
- Filed as: SWELL COLLECTIVE MANAGEMENT
- Legal name: Swell Collective Management, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327353
- AdvisorCensus page: https://advisorcensus.com/firm/swell-collective-management-lehi-ut-327353

## Quick answers

**Where is Swell Collective Management located?**
Swell Collective Management's principal office is in Lehi, UT, according to its Form ADV.

**How does Swell Collective Management report to regulators?**
Swell Collective Management is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 327353.

**Does Swell Collective Management 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/327353

## From the Form ADV filing

### Firm details
- Reporting since: 2023 (3 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | June 27, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | April 29, 2025 |
| October 2026 | Not reported | Not reported | April 17, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swell Collective Management (CRD 327353): Form ADV filing data as of October 2026.